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At a time when licensee business models are being disrupted, revenues are eroding and costs are increasing, the right technology becomes a key potential differentiator from competitors and an enabler of increased margin and greater oversight for advisers, practice owners and licensee's.
Building a future advice business in a fee for service, best interest environment, requires a modern technology suite. Effectively balancing the demands of risk and compliance, driving operational efficiency and productivity all while striving to enhance client connectivity and engagement is the largest challenge facing most advice practices today - and the reason we built CCUBE.
