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CCUBE's intelligent advice wizard

CCUBE’s intelligent advice wizard is integrated into both the CRM module and best-of-breed risk, super and investment research capabilities.

Product comparisons, quotes and detailed analysis from leading research providers enable you to access the information that you need to make an informed recommendation. Importantly, easily incorporate your recommendations and justifications into advice documents. You can also save any comparisons or product information straight to a client file.

Super & Pension Research is powered by SuperRatings. Insurance research is powered by Omnium. Investment product research is available through an integration with Lonsec iRate.

CCUBE integrated investment research tools