Powerful, yet simple drag and drop advice document functionality allows you to deal with information once and once only. No more double or triple data entry. The provision of tailored, best-interest advice doesn’t need to be a time consuming, template driven exercise. The tools to efficiently and compliantly deliver personal financial advice are a part of the CCUBE software today. With the ability to quickly and efficiently turn your business practices into trackable and reportable workflows, understanding bottlenecks and monitoring and improving your business processes is as simple as it is logical.