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.
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.
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.
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.