Search ResultsShowing 1 - 2 of 2 results for "CCUBE Integrated Wealth"
Advisers loyal to XPLAN: Report
KARREN VERGARA  |  WEDNESDAY, 17 APR 2019
... of financial planners use COIN, AdviceOS, or AdviserLogic as their main advice delivery applications. CCUBE Integrated Wealth, Advice Intelligence, and Plutosoft are recent additions to the market. Advice Intelligence and Milliman were awarded the Planning ...
Milliman hires for greater adviser exposure
JAMIE WILLIAMSON  |  MONDAY, 26 MAR 2018
... and was most recently general manager of sales and marketing for financial planning software provider CCUBE Integrated Wealth. Milliman Australia principal Wade Matterson said the firm is delighted to have Whelan joining in the new role. "Andrew's understanding ...
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