CCUBE Tips

Scheduling Reports

By |2019-10-29T09:31:35+11:00October 29th, 2019|CCUBE Tips|

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 |2020-06-26T08:28:50+10:00October 15th, 2019|CCUBE Tips|

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.

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File Note Templates

By |2019-09-24T12:00:07+10:00September 24th, 2019|CCUBE Tips|

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 |2019-09-17T10:22:03+10:00September 17th, 2019|CCUBE Tips|

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 |2019-08-27T11:06:18+10:00August 27th, 2019|CCUBE Tips|

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 |2019-08-27T11:06:40+10:00August 20th, 2019|CCUBE Tips|

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 |2019-08-20T16:36:21+10:00August 6th, 2019|CCUBE Tips|

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.

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?

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.

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