1300 422 823
hello@ccube.com.au

Financial Planning professionals expect their software to provide a holistic view of their clients financial position that is seamlessly integrated with the CRM and advice components of their system. To be able to schedule reports to be delivered to your inbox ahead of client reviews and the ability to share portfolio information to your clients customisable portal are other ‘must have’ features for today’s financial planning professional.

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