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The Future of Financial Advisory
Grow your practice, access experts, join segment-specific training, enhance your brand, and earn passive income.
In the press
Find the money
Add Income Under Management® to your practice and create clients for life
Live in a constant state of harvest, helping your clients make the next best choice to grow and protect their wealth. IUM becomes a feeder to your assets under management or benefits under management business.
Currence acts as the Wealth Coordination Account for your clients. When you implement a Currence Reservoir the accumulation can happen automatically.
Find the people
Gain more clients
Differentiate yourself as an income advisor with Currence’s IUM approach. Help your clients make the best choices to grow and protect their wealth with a steady stream of investible cash. As a cash flow expert and income advisor you will gain these advantages:
- Open 97% of market, rather than competing for the 3% with everyone else
- Witness your B+C clients ‘magically’ convert themselves to A clients
- Gain effortless referrals moving upmarket to higher net worth individuals
Keep them both
Cut down client meeting time by 75%
Give clients more confidence to make choices that will improve their financial position with Currence. This will save you both a tremendous amount of time, with a common language and clearly defined rules of engagement.
Improve client outcomes and grow your business.
- Gain your time back for personal or professional growth
- Create a legion of loyal clients that become your best lead source
- Increase client retention as their confidence grows
Differentiate yourself as an advisor
Unlock the Currence CIA program and be empowered to support your clients toward their utmost wealth potential. This exclusive program will differentiate you from other advisors, making you an expert in managing income and cash flow. It’s a win-win for both you and your clients!
Why currence?
A VIP group of elite advisors
If you’ve been looking for a way to up your financial advisory game, this is the way! Be a part of the future of financial advising while still improving your practice in the short-term. Strategists like you get these benefits:
Up to 2X income in your first 12 months
Move upmarket to higher net worth individuals
Get effortless referrals
Get time back by cutting down client meetings by 75%
B+C clients ‘magically’ convert themselves in to A clients
Q&A
Frequently asked questions
What does Currence cost my clients?
The cost of Currence for your clients is $40 every 90 days, however pricing may vary depending upon referral/enrollment plan. The account fee covers: unlimited ACH transactions, a competitive interest rate, connectivity to you as their strategist, access and maintenance of the mobile app, along with technical support and documentation.
Can I try Currence for free?
Redeem 2 months free of the Currence CIA Plan with this special offer. Promotional terms apply.
Is Currence secure?
For more information, read our disclosure and privacy policy.
How do I share Currence with my team?
With a paid subscription, you can collaborate and delegate making you that much more efficient. Delegation allows you to leverage your team to help service your entire customer book. Collaboration allows you to share data on a specific client or set of clients for specialized team-based approach.
Get started.
Fill out this form to register as a Currence Strategist.
