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Prefer to chat on the phone?

Simply give us a ring on the number below and one of our friendly team will assist with your enquiry.
  • 1300 422 823

We recognise that integrations are a critical part of running a future advice business – and that’s one of the advantages that a modern, web-based technology platform like CCUBE brings to your business. To empower your advice business and provide you access to value-adding tools, we are constantly growing our range of integrations.

Lonsec iRate
Access investment research & portfolio construction tools seamlessly via iRate

Comprehensive super and pension research to support product replacement

Insurance product comparisons and research

Robust revenue management and reporting

Send for signing from CCUBE and auto store completed documents in the client file

Office 365
Integration with 365 including Outlook

SMS Global
SMS gateway service to send individual or bulk SMS to clients

Investment Link
Independent provider of investment information and data feeds

Class is the leading provider of cloud-based administration software for SMSFs

Ready to take your financial planning business into the future?