Drive operational efficiency, productivity and client engagement with Australia’s premier cloud based financial planning technology

The financial advice landscape is changing

Licensee business models are being disrupted. Revenues are eroding. Costs are increasing. The right technology is now a key potential differentiator from competitors, and an enabler of increased margin and greater oversight for advisers, practice owners and licensees.

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CCUBE technology
CCUBE financial planning

Look forward with CCUBE

Building a future advice business in a fee-for-service, best-interest environment requires a modern technology suite. The three largest challenges facing most advice practices today? Effectively balancing the demands of risk and compliance. Driving operational efficiency and productivity. Enhancing client connectivity and engagement. We built CCUBE to overcome these challenges.

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Ready to take your financial planning business into the future?

See CCUBE cloud based financial planning technology at work. Book your free no obligation demonstration online today or call us for more information on 1300 422 823
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