Tips

Generating FDS

By |2019-08-20T08:00:28+10:00July 2nd, 2019|CCUBE Tips|

Now more than ever, adviser fees are being scrutinised by regulators and clients alike. So, how do you ensure your fees stand up to scrutiny?

Workflows

By |2019-08-18T11:47:22+10:00June 4th, 2019|CCUBE Tips|

CCUBE workflow management lets financial advice teams assign activities, select options, make decisions & reach milestones following company processes.

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