A new comprehensive advice solution, CCUBE Integrated Wealth, has launched to help advisers report and meet compliance obligations, and could be an alternative to the tech solution favoured amongst advisers, XPLAN.
CCUBE enables licensees and advisers to respond to new compliance challenges through effective FDS processing and service reconciliation. The new software provides functionality across CRM, workflow, advice strategies, projections, client portal, data feeds and portfolio reporting.
Nathan MacPhee, CCUBE chief executive, said today’s advisers are under increased regulatory scrutiny, and need help with the onerous obligations of reporting and compliance.
“Margins and time are under material pressure,” said MacPhee. “Meanwhile, technology gives clients expectations of immediate, transparent and two-way availability of information.”
MacPhee said by reducing the time spent on functional tasks, advisers can free up time to otherwise attend to business development and client interactions.