rubica CRM & Operations PlatformInteractive Demos

Explore our unified technology platform through detailed video demonstrations. See how our shared services solution transforms financial advisory operations.

Book Live DemoContact Us First

Solution Demonstrations

Watch these detailed demos to understand how our rubica CRM & Operations Platform can streamline your firm's operations and improve client outcomes.

Demo video will be embedded here

ScreenStudio embed code needed

15 min

Getting Started with Shared Services

Overview of the unified technology platform and initial setup process.

Book Live DemoAsk Questions

Demo video will be embedded here

ScreenStudio embed code needed

28 min

Client Data Management

Comprehensive client data integration and management workflows.

Book Live DemoAsk Questions

Demo video will be embedded here

ScreenStudio embed code needed

36 min

Financial Planning Integration

Seamless integration with financial planning tools and workflows.

Book Live DemoAsk Questions

Demo video will be embedded here

ScreenStudio embed code needed

47 min

Reporting & Analytics

Advanced reporting capabilities and business intelligence features.

Book Live DemoAsk Questions

Demo video will be embedded here

ScreenStudio embed code needed

59 min

Advanced Automation

Automated workflows and process optimisation features.

Book Live DemoAsk Questions

Ready to Transform Your Operations?

See how our rubica CRM & Operations Platform can revolutionise your firm's efficiency and client service delivery.

Schedule Your DemoExplore All Solutions