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