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...

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,and financial services

Ccube operates in the It services and it consulting industry.

Ccube's revenue is 11m - 100m

Ccube has 11 - 50 employees.