Which of these do you find the most frustrating? Manually re-entering information for recurring events? Having to remember these recurring events? Manually updating data for reports? Manually generating these reports?
In the time-poor life of today’s adviser, each of these repetitive tasks robs you of precious hours.
CCUBE gives you back time and gives you a new level of control.
Pretty much everything you need to improve practice management or client experience can be automated. Even down to remembering a client’s birthday – and sending a birthday greeting.
>Generate, update and send out at the touch of a button. Perform previously manual functions with set-and-forget simplicity.
CCUBE is your CIO, COO, Investment Research Analyst, Compliance Manager, Customer Relationship Manager and PA in one. To see CCUBE’s user report flexibility in action, watch this short video:
To book a demonstration of CCUBE’s capabilities, click here.