CCUBE
Curated by SignalSoftware for wealth managers.
Overview
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 customized to address particular requirements of financial planning practice. The fundamental features of Financial Planning System are customisable client relationship management functions, Advice Wizards and Business Intelligence Reporting.
Key facts
- Founded
- 2011
- Headquarters
- Sydney, Australia
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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Contact
- Primary office
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