4admin × Curo Integration
Curo
Move LOA data into Curo without a single field re-typed, with 4admin's Curo integration.
Features
Feature Overview
01
One Click Plan Updates
Create a Plan and Update a Plan move confirmed provider information into the relevant Curo record.
02
Structured Plan Data
Provider details, valuations, fund holdings, charges and contribution histories arrive in a clean, consistent format.
03
Policy Documents Included
Policy documents and the 4admin summary sheet move across with the structured plan data.
What Gets Pushed into Curo
Inside 4admin, Create a Plan or Update a Plan lets your team move confirmed LOA data directly into Curo.
Plan Details
Documents
Valuations
Plan Details
Provider name
Plan type and plan number
Start date and current valuation
Documents
Policy documents
Product information and transaction history
Summary sheet built by 4admin's AI
Valuations
Fund holdings
Charges
Contribution history
Process Flow
From Signed LOA to Curo Record
4admin handles the provider information workflow and structures the data before it reaches Curo, reducing the manual work at the final stage.
Submit LOA
→
4admin Analyses the Pack
→
Chase Missing Information
→
Create or Update the Plan in Curo
Why 4admin & Curo Integration Matters
Plan information captured during the LOA process can move directly into Curo instead of being entered again by hand.
Copying Provider Information Twice
Without the integration, your team copies plan numbers, valuations, fund details and other information out of provider documents and into Curo by hand. Every copied field is another chance for a transcription error to make its way into the client record.
Confirmed Data, Straight into the Record
Create a Plan and Update a Plan make it easier to get confirmed provider information into the relevant Curo record, with the policy documents and 4admin summary sheet moving across alongside. Curo remains the system your team works from, with 4admin helping get the provider information there with less manual admin.
Security and Compliance
Permissions
The connection to Curo runs on permissions your firm controls, so only the data fields you choose move across, and only into records your team already has access to.
Data Handling
Data is encrypted in transit and at rest, hosted on UK Microsoft Azure infrastructure.
Security Certifications
4admin holds SOC 2 Type II certification and is ISO 27001 certified. Full detail is available on our security page.
Explore More Integrations
4admin connects to the tools your firm already uses, helping information move through the advice process with less manual re-keying.
What information can 4admin move into Curo?
4admin can move policy documents and structured plan information into Curo. This includes provider details, plan type and number, valuations, start dates, fund holdings, charges and contribution histories, depending on the information available in the provider pack.
Can we update an existing Curo plan?
Yes. The integration supports Update a Plan, so information captured through the LOA process can be added to an existing plan.
Can 4admin create a new plan in Curo?
Yes. Your team can use Create a Plan to move the structured information captured by 4admin into a new Curo plan record.
Does this integration replace Curo?
No. Curo remains your practice management and CRM system. 4admin runs the LOA workflow alongside it and pushes the resulting structured data into the relevant plan record.
Is this data ready for a compliance check?
Yes. Every field pushed into Curo traces back to the provider pack it came from, which is what makes the file audit-ready.
Is our data secure?
4admin encrypts data in transit and at rest and uses UK-based Microsoft Azure infrastructure. 4admin also holds SOC 2 Type II and ISO 27001 certifications.