Building something impressive hasn’t been this simple since you played with Lego.
Any advice document you wish to create is done faster and easier using CCUBE’s Advice Wizard.
To create a new document, give it a name, identify the client, and start selecting what you want to include – insurance, super, income stream, trust, loans, SMSF, other investments, or select all.
Select your objective, and watch the fields populate from your client’s Fact Find.
(At this stage, you can edit, add recommendations, compare projections, add comments and invite questions.)
When you’re done, simply generate the document and share it with your client.
To view CCUBE’s simple document generation process step by step, watch this short video:
To book a demonstration of CCUBE’s capabilities, please call us on 1300 422 823 or email firstname.lastname@example.org.