Search Results | Showing 1 - 10 of 11 results for "Coin Office" |
| | | ... planners. Six full feature planning applications were benchmarked in the 2013 Report - AdviserLogic, AdviserNETgain, Coin Office, Midwinter, MoneyOne and XPLAN Three Hybrid planning applications were benchmarked in the 2013 Report - AdviserNETgain/Asgard ... |
| | | | ... meet the fee disclosure and opt in requirements of the new legislation. "Extensive changes have been implemented into COIN Office 4.0 with a focus on FoFA readiness, office efficiency and client management whilst delivering an improved user experience," ... |
| | | | ... methodology created in consultation with developers. The report found XPLAN achieved an overall score of 89%, ahead of Coin Office with 85% and AdviserNETgain with 75%. Ian Webster, from the Investment Trends Advisory Board, said it was the launch of ... |
| | | | ... third-party platform with direct feeds into commonly used financial planning software, such as XPLAN, VisiPlan and COIN Office. |
| | | | ... products. COIN Business Intelligence is a re-badged upgrade of the former Olicc software and has now been integrated into COIN Office. Robert McCabe, Macquarie Adviser Services head of product and technology for COIN and web, said COIN would provide ... |
| | | | ... mortgage broking or referral services to their clients on their agenda, leading Macquarie to launch a mortgage module for COIN Office. The new module provides tools that will assist advisers to meet new National Consumer Credit Protection (NCCP) requirements. ... |
| | | | ... Trends Planning Software Report. Closely behind Xplan is COIN followed by AdviserNETgain, VisiPlan, Navigator n-link. Coin Office retained its top position for the best modeling and statement of advice production functionality. While, Asgard's AdviserNETgain ... |
| | | | ... of Advice (SoA) template to help financial advisers with their admin needs. The launch was part of an upgrade for Coin Office v3.4. The Comprehensive SoA template allows advisers to provide advice on a wider range of strategies than previously available ... |
| | | | Coin Software has added Lonsec as a supplementary research provider. This means financial planners using Coin Office software can access in-depth unlisted investment research from Lonsec. Lonsec will also provide monthly one-page reports, fund updates ... |
| | | | Coin Software has developed Risk Lite, a condensed version of Coin Office that allows risk writers to manage all client data and recommend a product faster. Using Risk Lite the risk writer can identify each client's specific insurance requirements and ... |
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