Are you in the Goldilocks zone?
Tax time 2019 is the perfect time to replace niche investment, insurance, CRM & communication technologies with a single integrated financial advice platform.
Artificial Intelligence to Enhance Compliance & Increase Productivity
CCUBE has introduced Artificial Intelligence capability to its’ comprehensive advice platform.
Viable Alternative to XPLAN Has Emerged
The first enterprise grade, comprehensive advice solution to launch in a generation, CCUBE enables licensees and advisers to respond to the numerous challenges facing the financial advice industry and importantly, to capture the opportunities of change.