CCUBE

About CCUBE

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

User Reports

By |2019-08-20T07:59:21+10:00July 16th, 2019|CCUBE Tips|

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?

Generating FDS

By |2019-08-20T08:00:28+10:00July 2nd, 2019|CCUBE Tips|

Now more than ever, adviser fees are being scrutinised by regulators and clients alike. So, how do you ensure your fees stand up to scrutiny?

Marketing to your clients

By |2019-08-18T12:04:21+10:00June 28th, 2019|Practice Management|

Leveraging old and new media - How can you stand out in the highly competitive, crowded financial planning market? How can you build your reputation and your client list? Here are 6 rules for using new digital media to still deliver personalised service.

Revenue Reporting

By |2019-08-20T16:11:49+10:00June 25th, 2019|CCUBE Tips|

The Revenue Reporting function built into CCUBE gives your advice practice a new level of clarity and control. It reveals every dollar with newfound transparency.

Service Packages

By |2019-08-18T11:39:06+10:00June 18th, 2019|CCUBE Tips|

CCUBE Service Packages provide unequalled transparency for financial advisers and their clients, ensuring your service stands up to regulatory scrutiny.

Pipeline reporting

By |2019-08-20T08:02:29+10:00June 5th, 2019|CCUBE Tips|

Wouldn’t it be helpful to practice management if you could quickly check the status of any milestone for any task and any client? You asked for it. We built it.

Workflows

By |2019-08-18T11:47:22+10:00June 4th, 2019|CCUBE Tips|

CCUBE workflow management lets financial advice teams assign activities, select options, make decisions & reach milestones following company processes.

Go to Top