CCUBE Integrated Wealth Management Software Solutions
Engaging, nimble, trailblazing. Sound like you?
We heard your calls for better advice software.
We’ve answered with a simple, intuitive wealth management platform which is comprehensive, scalable and client oriented.
CCUBE is the next gen solution designed for next gen advisers.
You want it. You got it.
Set and track client goals.
Automate workflows and status updates.
Streamline cashflow modelling.
Search and action tasks in bulk.
Fulfil compliance automatically.
Drag and drop SoA creation.
Out of the box customisable templates & reports.
Migrate data with zero downtime.
Interact seamlessly via client portal.
Reduce costs.
Increase productivity.
Improve client communication.
CCUBE fills the chasm between current software and changing market needs.