CCUBE Wealth Management Software 2017-03-16T12:45:38+00:00

Engaging, nimble, trailblazing. Sound like you?

We heard your calls (or were they screams?) for better advice software.

We’ve answered with a simple, intuitive wealth management platform which is comprehensive, scalable and client oriented.

CCUBE isn’t your father’s advice software. It is the next gen solution designed for next gen advisers.

CCUBE Client Portal - interactive financial advice system

Do things you couldn’t easily do until now

Set and track goals. Integrate all your relevant client investment data. Implement & monitor with unimagined ease. Interact seamlessly. Give clients more clarity. Fulfil compliance automatically. Get more done. Go home on time.

CCUBE delivers tangible business benefits by reducing costs, increasing productivity and improving client communication.

CCUBE fills the chasm between current software and changing market needs.

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