Articles, Tips & Media Releases

Articles, Tips & Media Releases2019-08-20T08:31:46+10:00

Scheduling Reports

By |October 29th, 2019|

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 |October 15th, 2019|

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.

File Note Templates

By |September 24th, 2019|

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 |September 17th, 2019|

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 |August 27th, 2019|

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 |August 20th, 2019|

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 |August 6th, 2019|

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.

DocuSign Integration

By |July 30th, 2019|

In this latest innovation, CCUBE dramatically simplifies the process of adding electronic signatures. DocuSign is now integrated into the CCUBE platform.

Client Portal Notifications

By |July 23rd, 2019|

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.

Are you in the Goldilocks zone?

By |July 18th, 2019|

Tax time 2019 is the perfect time to replace niche investment, insurance, CRM & communication technologies with a single integrated financial advice platform.