Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
Target firm size
- Mid-Size
- Small
Product Description
Product Positioning
Cash flow and spending management system helping advisors guide clients' saving and spending habits.
Description
Currence provides an automated cash flow system that helps financial advisors guide clients' spending and saving, organizing inflows and outflows to build healthier money habits and surface planning opportunities.
APIs and Security
Security checks
None
Public APIs
No
API authentication
None
Data refreshed live via API
No
Developer portal exists
No
Developer sandbox URL
No
