Articles, Tips & Media Releases

Articles, Tips & Media Releases2019-08-18T12:28:18+10:00

File Management

By |August 6th, 2019|

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

DocuSign Integration

By |July 30th, 2019|

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

Client Portal Notifications

By |July 23rd, 2019|

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

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.

User Reports

By |July 16th, 2019|

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

Generating FDS

By |July 2nd, 2019|

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

Marketing to your clients

By |June 28th, 2019|

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.

Professional Planner Article

By |June 26th, 2019|

For new technology to actually benefit advice practices, principals need to make sure they show leadership by communicating what it’s for and the strategy behind it, according to CCUBE Integrated Wealth chief executive Nathan MacPhee.

Revenue Reporting

By |June 25th, 2019|

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

Service Packages

By |June 18th, 2019|

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