Your client wants to collaborate with you on Currence!


75% decrease in client meeting time
- Meet your client(s) at their paycheck
- Get structured cash flow
- Manage income, not what's leftover
- Access new resources and tips
- Convert B & C clients into A’s
- Realize faster decisions from increased client confidence

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
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
What people are saying
"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
What people are saying
"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
What people are saying
"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
What people are saying
"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