Mansi Panchal

CCUBE

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.