CCUBE is built on the premise that the investor is the centrepiece of the advice process. The system allows you to collect information seamlessly, share documents and communicate instantly through SMS, email or personal notifications within a secure client portal. Embed video or use voting buttons to capture client responses including opt-in.
Not every client might want to have an investor portal. Each client might have different requirements regarding their online access. CCUBE empowers advisers to choose which clients they grant online access to, and allow them to tailor the content that each client sees in the client portal.
Importantly, there is no additional charge for any client portals that an adviser chooses to establish. The ability to set up tailored client portals for any or all of your clients forms part of our core CRM module.