video1.0<iframe src="https://www.loom.com/embed/1c0fd4351af34f4584795c541495c29a" frameborder="0" width="1110" height="832" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>8321110Loomhttps://www.loom.com8321110https://cdn.loom.com/sessions/thumbnails/1c0fd4351af34f4584795c541495c29a-90f96c0b67479254.gif386.819In this video, I provide a quick demo on how to set up and use the CURRO Power Platform integration with For Admin. I walk you through the process of entering your CURRO URL, pushing client policies over to CURRO, and selecting the relevant information to transfer, including contributions and valuations. I also highlight the ability to include documents formatted to your company's needs. I encourage you to reach out with any feedback or suggestions for improvements to this integration. Overall, this tool is designed to save you time and streamline your workflow.