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.
Company Details
- Employees
- 19
- Founded
- -
- Address
- 10 Barrack St, Wynyard,new South Wales 2000,australia
- Phone
- 1300 422 823
- he****@****.com.au
- Industry
- It Services And It Consulting
- NAICS
-
Computer Systems Design and Related ServicesOther Computer Related Services
- Website
- ccube.com.au
- Keywords
- Advice Wizard, Workflows, Templates and Document Management, Portfolio Mangement, Financial Calculators, Client Management, Bulk Doucment Management, Client Portal, Out-of-the-box content, Drag & Drop Functionality, Open API and Third Party Integration, Advice Tools, SMS Integration, Leading risk and superannuation research, financial planning, financial services.
- HQ
- Wynyard, New South Wales
Ccube Questions
Ccube's helpline number is 1300 422 823
Ccube's website is ccube.com.au
Ccube's LinkedIn profile is https://au.linkedin.com/company/ccube-integrated-wealth
Ccube has
19 employees.
View email and phone details for 19
employees at Ccube.
Ccube's industry is
IT Services and IT Consulting
Ccube's top competitors are
Goavega,
Advice Intelligence (A.i.) - Intelligent Financial Software,
Zelis,
Superratings,
Openmarkets Group,
Noveva Software Group,
Ccube,
Newput,
Qualminds,
Iif - Invest Inya Farmer.
Ccube's support email address is hello@ccube.com.au
Ccube's categories are IT Services and IT Consulting
Ccube's founding year is 2015
