By Kim Taylor|2019-10-15T11:42:18+11:00October 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.
By Kim Taylor|2019-08-20T16:36:21+11:00August 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.
By Kim Taylor|2019-08-20T08:25:34+11:00July 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.
By Kim Taylor|2019-08-20T07:59:21+11:00July 16th, 2019|
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?