The Future of Financial Advisory
Get your first 90 days free.
Unlock advisor-specific trainings, marketing content, and more that will help you run and grow your financial practice. Get in front of experts and join a community of like-minded advisors. Get Currence 3 months free when you sign up today.*
Optimize client onboarding with the Currence Cash Flow Simulator
Transform the onboarding experience by helping clients visualize real income, expenses, and cash flow patterns in minutes. Built to uncover opportunities and spark actionable conversations, the Cash Flow Simulator empowers clients to see where their money is going and how to redirect it toward their goals.
What the Cash Flow Simulator can help you do:
✅ Quickly identify gaps and cash flow inefficiencies
✅ Build a hyper-personalized action plan in minutes
✅ Boost client clarity and confidence during onboarding
✅ Start planning for income, taxes, and protection sooner
The Cash Flow Simulator is available exclusively to Currence Certified Income Advisor (CIAs) plan members. Become a CIA to access the tool free for 90-days and experience how Currence transforms client onboarding, engagement, and long-term planning.
CIA trainings
Learn from experts
CIAs increase their clients’ savings while also increasing their own productivity. Join experts like our founders, Dave Mozeika and Vince D’Addona, and more to learn how – straight from the source!
- Specialized trainings by segment (e.g. business owners, retirees, etc.)
- Live 1:1 coaching
- Industry-led guest training
Differentiate yourself as an advisor
As a CIA, you will 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!
CIA branding & community
Enhance your brand
CIAs can access a brand kit, tailored to your needs. You’ll also have access to a community of CIAs and coaching tools to support other financial advisors and Currence Strategists.
- CIA-only communities with special insights
- Brand kit with images, social media, and email copy support
- Discounts and tools for advisory coaching
CIA Affiliate
Generate passive income
CIAs are exclusively invited to become Currence Affiliates. Generate ongoing passive income from every referral you send. These earnings will be for direct referrals, streamlining a healthy amount of additional income.
Get a personalized code to share your discount with your network. Earn a 10% commission on monthly referrals’ subscriptions.
What people are saying
“Currence is the most valuable addition I’ve added to my business and every client who’s using it would agree. The technology makes implementation seamless. The mechanics allow #cashfloworganization and insight that no other #fintech even comes close to providing. The relationship between me and my clients has never been stronger. 10/10 would recommend!!!"
Chad McMains
Valent Wealth
"Transparent Moment: When I was younger, I didn’t save cash, even though I was taught to do so. I always invested and just figured I’ll earn more. As I matured, I realized the importance of having cash available for emergencies and amazing opportunities. I’m excited to be able to offer my clients this amazing platform so you pay yourself first and no longer worry about having to remember to save."
Mia Bradford
Beyond the Busyness
"Currence has allowed us to have very positive and enjoyable conversations with our clients. We're no longer trying to find a few dollars here and there to see how we can redeploy, but it's more of a conversation of, Hey, we've saved all this money, we're sitting on all this cash. Let's deploy it in a way that makes sense to you and your family."
Ricardo Garcia
First Financial Group
"I started working with these team members (clients) about a year and a half ago. They struggled saving money at the end of each month and had a chunk of debt that caused stress levels to rise. Six months ago we then introduced Currence to be the keystone of their financial life. This is THE KEY account that unlocked the possibility to accelerate how much was being saved each month .They have gone from 15% savings to over 35%!!! This has been life changing for this couple."
Dave Houser
OWNlife.io
"It's all too easy to neglect the power of saving - unless you can visualize & personalize the potential of your money-flow. That's why the Currence is a game-changer for clients and advisors alike."
Todd Langford
Truth Concepts
Pricing
CIA
Grow your practice through the Certified Income Advisor (CIA) program-
Segment-specific training
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Access to experts
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Live 1:1 coaching
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Marketing templates & support
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Earn as an Affiliate
Interested in volume pricing for your organization? Contact our sales team.
Applying to be a CIA is simple.
- Completed Currence enrollment training
- Completed Currence calibration training
- Currence CIA Certification Exam – passing grade
- At least one professional financial license (Series 6, 63, 7, etc…)
- Currence subscription in good financial standing
July 19-21, 2026 • Nashville, TN
INCOME UNDER MANAGEMENT ® SUMMIT
The Income Under Management Summit is a two-day experience bringing together top advisors for hands-on training, industry-leading insights, and unparalleled peer connections. This year’s theme is “Building the Perfect Financial Plan”.
Learn more about Currence
Want to learn how you can amplify your practice? Fill out the form below.
Q&A
Frequently asked questions
What is the CIA Program for 3 months free?
The CIA (Certified Income Advisor) program is a curated program for advisors, providing training, marketing templates and support, 1:1 coaching, affiliate program, and more! As a program member, you’ll be able to receive a CIA certification.
Try free for 90 days! The program costs $397/mo thereafter.
What does Currence cost my clients?
The cost of Currence for your clients is $40 every 90 days. 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 as a client?
Yes, you can invite yourself through your Currence portal. we recommend you add yourself so you can see both the Member Application and the Strategist Portal.
How do I join the CIA affiliate program?
Once you join the CIA program, you will be able to become a CIA affiliate as well. You will receive notification of additional terms, upon acceptance you will receive your offer link that you can share with your advisor community. Soon you will be, offsetting your cost for the program. This means the program could potentially pay for itself in just a few months!
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.
