CCube for Financial Planners

Technology for a profitable, compliant future advice business. With no migration costs, no long transition time frame and no long term contracts, there are no longer any reasons to remain stuck in the past.

Discover what next-gen financial planning software can do for you.

Drive operational efficiency, productivity and client engagement with Australia’s premier cloud based financial planning technology.

Powerful CRM

Fully featured CRM including tailored client portal functionality




CLIENT MANAGEMENT

Drag and Drop SOA

Streamlined cashflow and scenario modelling with drag and drop SoA creation.



COMPLIANCE

Integrated Research

Investment, super and insurance research integrated into advice generation and client file



RESEARCH

Reporting & BI

You know how valuable your data is and how powerful it can be having access to the right information at the right time. Accessing your data and being empowered with the right tools to take appropriate actions has never been simpler.

TECHNOLOGY

Workflow & Process Management

Sophisticated workflows and status reporting to automate your most mundane tasks.



TECHNOLOGY

Financial Modelling

Run projections and incorporate into your scenarios with the precision of monthly modelling allows you to more realistically model a client’s actual cash flow situation. Comparisons of model scenarios is naturally an important feature available within the Advice Wizard.

CONNECTIVITY