Inside CCUBE


See the future. Be the future.


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 experience in their areas of expertise, and have developed their career implementing financial planning systems in Australia.

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

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.

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