Save time and grow your business.

Your client wants to collaborate with you on Currence!

Differentiate yourself as a cash flow expert when you add Income Under Management® with Currence to your practice. Help your clients make the best choices to grow and protect their wealth with a steady stream of investible cash.
Improve savings rate

75% decrease in client meeting time 

Add Currence’s Income Under Management tool to your practice and unlock real-time client data. Plus, get these benefits:

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 CIA?

A VIP group of elite Currence Strategists

Join the Currence CIA program to up your financial advisory game! Be a part of the future of financial advising while still improving your practice in the short-term. Get these benefits in CIA:

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