CCUBE

About CCUBE

This author has not yet filled in any details.
So far CCUBE has created 24 blog entries.

Scheduling Reports

By |2019-10-29T09:31:35+11:00October 29th, 2019|CCUBE Tips|

With the increase in compliance requirements and reporting, keeping track of service deliverables can be a full time job. With CCUBE in your advice practice, utilising our flexible and detailed user reports is just the beginning to easing this burden.

Dashboard Widgets

By |2020-06-26T08:28:50+10:00October 15th, 2019|CCUBE Tips|

No two planners are alike. No two practices are alike. No two clients are alike. Therefore, no two user dashboards should be alike. That’s the principle behind CCUBE’s simple widget selection function.

Comments Off on Dashboard Widgets

File Note Templates

By |2019-09-24T12:00:07+10:00September 24th, 2019|CCUBE Tips|

Choose the look, choose the content. Until you use the file note templates preloaded into CCUBE, you can’t imagine how much time they save and control they provide.

Create a document

By |2019-09-17T10:22:03+10:00September 17th, 2019|CCUBE Tips|

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.

Voice to text

By |2019-08-27T11:06:18+10:00August 27th, 2019|CCUBE Tips|

The days of furiously jotting down actions and key points whilst on a client call are over. So too the hours spent turning handwritten scribbles into meaningful client notes.

Task Management

By |2019-08-27T11:06:40+10:00August 20th, 2019|CCUBE Tips|

CCUBE is designed on the principle that a task shouldn’t be a chore. The Task Management function built in to CCUBE’s CRM makes light work of all tasks across your whole practice.

File Management

By |2019-08-20T16:36:21+10:00August 6th, 2019|CCUBE Tips|

Some people are natural organisers. Everything they file is done with logic. They know where everything is. They can somehow access documents instantly. For the rest of us, there’s CCUBE’s File Management.

Client Portal Notifications

By |2019-08-20T08:25:34+10:00July 23rd, 2019|Practice Management|

How can you give clients more access without losing control? It’s a common worry for advisers seeking to be more client-centric. It’s possible with CCUBE, a platform designed from the ground up to put the investor at the centre of the process.

Go to Top