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
SuperRatings
Comprehensive super and pension research to support product replacement
Omnium
Insurance product comparisons and research
CoMetrix
Robust revenue management and reporting
Suite Box
Video collaboration with document signing and recording
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
Class is the leading provider of cloud-based administration software for SMSFs