1300 422 823
hello@ccube.com.au

CRM

Enter data once, and seamlessly integrate all your client file information into every part of the advice process from fact finds, to scenario modelling to document generation. Allows you to manage your entire financial planning…

Client Portal

A technology platform should be built on the premise that the investor is the centrepiece of the advice process.  Having a system that allows you to collect information seamlessly, share documents and communicate instantly through…

Integrated Research

CCUBE's intelligent advice wizard is integrated to 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…

Advice Tools

Being able to seamlessly pull in client data, research, modelling and comparisons and have your client play a role in the advice process is no longer optional - today, your clients and financial planning professionals…