Currence

Currence is helps advisors amplify their production. 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. Created by veteran financial advisors, Currence helps advisors implement Income Under Management into their practices at scale. This helps clients save more, achieve Financial Freedom Faster™, and advisors-built client trust and growth. Disclosure: Currence, Inc. is a financial technology company and is not an FDIC-insured bank. Banking services provided by Thread Bank, Member FDIC. FDIC Insurance available for funds on deposit through Thread Bank, Member FDIC. FDIC deposit insurance covers the failure of an insured bank. Certain conditions must be satisfied for pass-through deposit insurance coverage to apply. Your deposits qualify for up to in FDIC insurance coverage when Thread Bank places them at program banks in its deposit sweep program. Your deposits at each program bank become eligible for FDIC insurance up to inclusive of any other deposits you may already hold at the bank in the same ownership capacity. You can access the terms and conditions of the sweep program at https://thread.bank/sweep-disclosure/ and a list of program banks at https://thread.bank/program-banks/. Please contact customerservice@thread.bank with questions on the sweep program. Pass-through insurance coverage is subject to conditions.