CCUBE

Australia · 27 Employees
CCUBE is a next generation financial planning and wealth management solution designed to support financial advisers drive efficiency and productivity in an increasingly client centric world. CCUBE has been created with extensive out-of-the-box content which allows for rapid deployment and can also be customised to address particular requirements of your financial planning practice, and to solve specific problems faced by you and your employees on a daily basis. CCUBE has been designed and developed using the latest technology to offer convenience and flexibility by offering: • Cloud based platform • Out-of-the-box content enabling rapid deployment • CRM with email and SMS integration • Simple to use visual workflows with process automation • Drag and drop document and template management • Advice tools and monthly projections • Data feeds and portfolio reporting • Industry leading risk and superannuation research • Client portal to enable real time collaboration • An array of third party integrations…… Our clients find CCUBE to be a powerful and intuitive financial planning system that enables productivity and efficiency gains in their business and increases their clients happiness.

概述

国家 Australia
成立时间 2015
总部 10 Barrack St, Wynyard, New South Wales 2000, AU
电话号码 +44 7768 145571
网站 http://www.ccubesolutions.com
LinkedIn http://www.linkedin.com/company/ccube-integrated-wealth
Twitter https://twitter.com/CCubeSolutions
Facebook
员工数 27
行业 information technology & services,
简介 CCUBE is a next generation financial planning and wealth management solution designed to support financial advisers drive efficiency and productivity in an increasingly client centric world. CCUBE has been created with extensive out-of-the-box content which allows for rapid deployment and can also be customised to address particular requirements of your financial planning practice, and to solve specific problems faced by you and your employees on a daily basis. CCUBE has been designed and developed using the latest technology to offer convenience and flexibility by offering: • Cloud based platform • Out-of-the-box content enabling rapid deployment • CRM with email and SMS integration • Simple to use visual workflows with process automation • Drag and drop document and template management • Advice tools and monthly projections • Data feeds and portfolio reporting • Industry leading risk and superannuation research • Client portal to enable real time collaboration • An array of third party integrations…… Our clients find CCUBE to be a powerful and intuitive financial planning system that enables productivity and efficiency gains in their business and increases their clients happiness.

技术

Apache

Load Balancers

Bootstrap Framework

CSS and JavaScript Libraries

Google Analytics

Analytics and Tracking

Google Font API

Fonts

Hubspot

Marketing Automation

Leadlander

Lead Generation Software

Mobile Friendly

Other

Outlook

Email Providers

Vimeo

Online Video Platforms

YouTube

Online Video Platforms

常见问题

CCUBE 在哪里?

CCUBE 的总部位于 10 Barrack St, Wynyard, New South Wales 2000, AU

CCUBE 的电话号码是多少?

CCUBE 的电话号码是 +44 7768 145571

CCUBE 的官方网站是什么?

CCUBE 的公司官方网站是 http://www.ccubesolutions.com

CCUBE 是做什么的?

CCUBE 的业务有哪些?

advice wizard,workflows,templates & document management,portfolio mangement,financial calculators,client management,bulk doucment management,client portal,outofthebox content,drag,drop functionality,open api & third party integration,advice tools,sms integration,leading risk & superannuation research,financial planning,financial services

CCUBE 的年收入是多少?

CCUBE 的收入是 6000000美元

CCUBE 有多少员工?

CCUBE 有 27 名员工

CCUBE 属于哪个行业?

CCUBE 从事以下行业: information technology & services

CCUBE 使用什么技术?

CCUBE 使用的一些流行技术包括: Apache,Bootstrap Framework,Google Analytics,Google Font API,Hubspot,Leadlander,Mobile Friendly,Outlook,Vimeo,YouTube

如何联系 CCUBE?

CCUBE 联系信息: 电话号码:+44 7768 145571， 网站:http://www.ccubesolutions.com， 邮箱：man***@***.***.au

CCUBE 的社交媒体链接是什么?

CCUBE 领英：http://www.linkedin.com/company/ccube-integrated-wealth,fackbook：,twitte:https://twitter.com/CCubeSolutions

CCUBE 是一家上市公司吗?

不是

CCUBE 的最后一轮融资是什么时候?

暂无最近投资信息

谁投资 CCUBE?

CCUBE 有 0 家投资者,包括 。

管理层

Mansi Panchal

Owner

Latha Takkalapalli

Director

Jagadeeswar Reddy

Technology Lead

Madhavi Latha

Senior Software Engineer

Meghana Pendyam

HR Manager

员工

Meghana 1000+Connections

HR

Ashraf Mohd

Software Engineer

Kranthi Kurra

Software Engineer

Ashraf Jaha

Software Engineer

Vijaya G

Quality Assurance Engineer

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