Being able to seamlessly pull in client data, research, modelling and comparisons and have your client play a role in the advice process is no longer optional. Today, your clients and financial planning professionals expect nothing less than a single, fully featured, integrated suite of financial planning tools.
CCUBE’s Advice Wizard allows you to commence an advice document utilising all of your existing client data without any re-entry. The ability to draw from ‘favourite’ paragraphs and drag and drop sections into documents reduces the amount of time that you need to spend customising an advice document. It allows you to re-use standard sections such as client fact find information across multiple document types.
Having research integrated into the advice process shortens the amount of time that you need to spend working across multiple systems. It ensures that your comparisons and recommendations are saved to the client file and incorporated into your advice documents.