Manage advisory team and client permissions
All in one advisory and coaching platform
Track advisory team member client performance
Client driven profit planning, sales forecasting, and assigning actions
Schedule and manage client meetings across team
Custom learning content to engage and educate client
You and your coaching clients can clearly view their plans and metrics so everyone understands the strategy and tactics necessary to build a scalable, healthy and profitable business for the future.
Connect your client’s Xero data seamlessly to TheCUBE business management platform to enable a single view of all your client’s financial, productivity and marketing data. Add instant value to you and your client.
Integrate Xero for a realtime view of the financial health of yours and your client's business
Connect financial, marketing and learning data to improve overall business productivity
Use built in planning, meeting and action capabilities to drive accountability and transparency