Powerful Platform, Made for Flow

Unified rubica CRM & Operations Platform with MCP-ready API Suite, purpose-built for financial planning and accounting teams.

Made for Financial Services Firms Who've Had Enough

Every financial planning and accounting firm is trying to solve the same problems: inefficiency, compliance complexity, fragile or non-existent integrations, and a client experience held together by workarounds.

Yet instead of shared progress, the industry operates in parallel silos. Each firm rebuilding the same solutions, at their own cost, in their own time. rubica is made for now.

One Platform. Made for a Shared Way Forward.

rubica is built on Salesforce Financial Services Cloud (FSC), pre-configured for Australian financial services.

That means you're not starting from a blank canvas; rubica works out of the box, then gets better over time as you refine workflows, compliance logic, integrations, and client experiences. When one firm suggests or improves something meaningful, everyone can benefit.

15+

Extended Integrations

3-5

Week Onboarding

Why Firms Choose rubica

Stop reinventing the wheel

Solve common problems once. Not separately, repeatedly, and expensively.

Operate immediately, not eventually

No blank canvas. No months of building, setup, and configuring. rubica runs from day one, with data migration, onboarding, training and customisation completed within 3-5 weeks.

Future-proof without retraining your team

Integrations evolve behind the scenes. Your team learns one system: rubica.

Lower total cost, lower change fatigue

Enterprise capability without the cost, complexity, or disruption typically borne by a single firm.

Made for Australia, not retrofitted

Australian terminology, compliance context, and real-world workflows by design.

INCLUDES MCP-READY API SUITE

rubica CRM & Operations Platform

Powered by Salesforce and Workato with 15+ extended integrations, made for one platform, not a patchwork. Data flows between modules without manual handoffs. Centralised operations and automation that actually work together.

Key Functionality Overview

A comprehensive solution designed specifically for financial services firm

Enhanced CRM

Made for Australian financial services. Centralised, AI-enabled client relationship management that extends beyond CRM into operations. Built-in fact-finds, two-way SMS, AI-assisted record creation, deep Annature integration, and automated email syncing keep everything in one place.

Proposals & Billing

Now the proposal creates the job. One system for multi-service proposals, automated Xero invoicing, and integrated payments. Multi-divisional workflows on the same rails, consistent client experience across sites.

Actionable Reporting & Insights

Now you see the full picture. Zoom out from individual to pod to division to board with contextual analytics. Team capacity, workload distribution, and performance tracking without Excel gymnastics or scattered spreadsheets.

rubica API — MCP-Ready

Made for orchestration. AI-driven workflows and scalable automation that bring rubica into the tools your team already uses. Work happens where it should, not just in the CRM.

Production Management

Made for flow, not context-switching. End-to-end production with AI-assisted file notes, document generation, and Outlook email integration. Work happens within the workflow itself, including client communications.

Custom Workflows

Now your team builds their own. What differentiates your firm shouldn't be locked behind IT or vendor roadmaps. Self-service workflow builder with actions and decisions. No customisation fees, no waiting for updates, adapt and update on the fly.

AFSL & APES Compliance

Now the gap between documented process and operational reality is closed. Manage your compliance obligations through effective controls, not a full-time compliance manager. In-flow breach and incident logging.

Document Management & Trusted Sharing

Made for secure collaboration. Deep SharePoint integration with seamless sharing to clients and trusted third parties like accountants, mortgage brokers, and lawyers. No separate document management tool required.

Knowledge Management

Now everyone has the answers. Centralised SOPs, file note templates, document templates, and firm knowledge in Salesforce Knowledge. Consistent delivery without the searching.

Revenue Management

Made for visibility and attribution without the spreadsheets and early 2000s revenue management tech. Import platform revenue and fee statements directly into rubica. Revenue tracking and forecasting with direct Xero integration for fee reconciliation. Streamlined Ongoing Fee Arrangement (OFA) preparation and compliance with clear financial performance built into the platform.

Made for less context switching

Extended Integrations

Best of breed endpoint solutions with plug and play integrations. Futureproof your tech investment and minimise human change management

Xero Practice Manager

Calendly

Salesforce

Stripe

Twilio

Netwealth

Timely

Fireflies

RetireMap

Xero

Teams

Annature

Azure OpenAI

Australian Government ABR

Zoom Phone

Outlook

Slack

Workato

SharePoint

MeetingAlly

Xero Practice Manager

Calendly

Salesforce

Stripe

Twilio

Netwealth

Timely

Fireflies

RetireMap

Xero

Teams

Annature

Azure OpenAI

Australian Government ABR

Zoom Phone

Outlook

Slack

Workato

SharePoint

MeetingAlly

Xero Practice Manager

Calendly

Salesforce

Stripe

Twilio

Netwealth

Timely

Fireflies

RetireMap

Xero

Teams

Annature

Azure OpenAI

Australian Government ABR

Zoom Phone

Outlook

Slack

Workato

SharePoint

MeetingAlly

Future Ready

MCP-Ready Architecture

Built for the future of AI and automation, our APIs are ready for Model Context Protocol (MCP) integration. Made for orchestration, scalable automation, and AI-driven workflows across the tools your team already uses.

Use rubica in

AI-Powered Future

Ready to Transform Your Operations?

See how our unified platform and flexible API suite can eliminate inefficiencies and unlock your firm's potential.

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