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.
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.