CCUBE

CCUBE was founded in 2011 by a group of financial services professionals and software design entrepreneurs, supported by an experienced team of software developers. The company founders each have over 15 years of experience in their areas of expertise and have developed their career implementing financial planning systems in Australia. The CCUBE Financial Planning System is a comprehensive solution capable of supporting the working requirements of financial planning practices, with a particular emphasis on the management and administration of investment portfolios. CCUBE can 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. The fundamental features of Financial Planning System are Customisable client relationship management functions, Advice Wizards and Business Intelligence Reporting. CCUBE has been designed and developed using the latest technology to offer convenience and flexibility (for example, when deciding whether outsourcing hosting of the solution or keeping it in-house), as well as ease of use. We are confident that you will find CCUBE as a powerful and intuitive financial planning system that will be effective and practical to help in financial planning for your clients.