CCUBE integrates with leading financial advice and communication tools

Consolidated view of your customer and relationships

Communicate and collaborate with clients across multiple channels.

See a client’s complete financial position & portfolio.

Access best of breed super, pension & insurance research.

Research becomes easier and faster.

Manage your diverse business, track revenue & reporting

CCUBE gives you access to all the information you need to make better-informed decisions for your clients.

Access investment research and portfolio construction tools seamlessly through iRate

Comprehensive super and pension research to support product replacement

Video collaboration with document signing and recording

Insurance product comparisons and research

SMS gateway service to send individual or bulk SMS to clients

Integration with 365 including Outlook

Access client portfolio holding information instantly

Independent provider of investment information and data feeds

See a consolidated view of clients across all systems

Robust revenue management and reporting

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