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Showing 21 - 30 of 33 results for "Rubik Financial"

Rubik partners with Stargate on integration interface

JAMES FERNYHOUGH  |  FRIDAY, 14 FEB 2014
Rubik Financial Limited has launched an interface integrating its wealth planning software COIN with Stargate Technologies'A loan management tool, SymmetryCRM. Rubik said this would allow financial planners using COIN and brokers using Symmetry to push ...

COIN updated software focuses on scaled advice

LAURA MILLAN  |  FRIDAY, 11 OCT 2013
... upgrades its scaled advice capabilities following the complete integration with Provisio. COIN, which is owned by Rubik Financial, aims at providing advisers with a comprehensive toolkit for both comprehensive and scaled advice enquiries. "Advisers using ...

Provisio launches free online trial for IFAs

ALICE URIBE  |  THURSDAY, 8 AUG 2013
... Provisio pioneered advice optimisation software for simple advice strategies, and its tools attracted the interest of Rubik Financial Limited, owner of COIN. Rubik acquired Provisio in April of this year.

COIN mulls Revex acquisition

LAURA MILLAN  |  FRIDAY, 19 JUL 2013
Technology provider Rubik Financial has entered into a non-binding term sheet with Revex Solutions that contains an option for COIN to acquire Revex and a four year exclusive reseller agreement with Revex. Both parties have agreed to negotiate on an ...

Rubik launches COIN app

LAURA MILLAN  |  THURSDAY, 27 JUN 2013
Technology provider Rubik Financial has launched an iPad application that allows financial planners to access clients' portfolios directly from COIN software. Advisers can also update the personal details of existing clients, create new client groups ...

Rubik completes Provisio takeover

MARK SMITH  |  MONDAY, 17 JUN 2013
Listed financial software provider Rubik Financial (Rubik), has completed its takeover of Provisio Technologies (Provisio). Rubik said the acquisition of the scaled and online wealth advice software provider marked an important milestone in Rubik's ...

Rubik to focus on boutique financial planning

LAURA MILLAN  |  MONDAY, 3 JUN 2013
Financial technology provider Rubik Financial will focus on the boutique financial planning space, following the acquisition of Visor Desktop financial planning software from Macquarie Banking and Financial Services Group. "We want to have both a boutique ...

Rubik to purchase Visor Desktop from Macquarie

STAFF WRITER  |  TUESDAY, 21 MAY 2013
Global financial technology provider Rubik Financial Limited (Rubik) has further expanded into the wealth management market after entering into a binding agreement to acquire Visor Desktop financial planning software (formerly COIN Desktop) from Macquarie's ...

Provisio releases member-to-adviser tech tool

LAURA MILLAN  |  THURSDAY, 11 APR 2013
... engage directly with an adviser, taking over from old-style online calculators. Provisio, which was acquired by Rubik Financial last February, is already providing the service to three major industry superannuation funds and is discussing the solution ...

Rubik acquires Provisio

MARK SMITH  |  TUESDAY, 19 FEB 2013
Rubik Financial, an ASX-listed global financial technology company, today announced a conditional agreement to acquire Provisio Software. Provisio is a significant player in the scaled and online advice markets providing software to large super fund ...