Search Results | Showing 31 - 40 of 53 results for "Rubik" |
| | A significant amount of financial advice practices have no effective succession plan in place, according to the Rubik Wealth/Business Health Future Ready VI report. The report aims to comprehensively analyse the health of Australian financial advice. ... |
| | | ... of risk software and found that 53% of planners have the XPLAN risk modules as their most-used risk software, followed by Rubik/COIN (18%) and Midwinter (8%). Among risk software providers, XPLAN achieved the highest average overall satisfaction rating ... |
| | | Financial services software provider Rubik has appointed a former Macquarie exec as its new chief financial officer (CFO). Darius Coveney has had a 20-year career in finance starting out at Ernst & Young before joining Macqaurie Group in 2004 where ... |
| | | Financial services software provider Rubik Financial Limited has transitioned one of its largest institutional clients COIN to the cloud. COIN was previously housed in-house, but was transitioned over the weekend. Rubik group chief executive, Niek Hoogenhout ... |
| | | Rubik has expanded its sales team with the appointment of a head of sales and two business development managers. The software provider has appointed Trent Fitzgerald as Rubik national head of sales. He will focus on increasing the adoption of Rubik's ... |
| | | Financial software provider Rubik Financial has appointed Niek Hoogenhout as Australia and New Zealand chief executive. He will commence his new role on February 27th of this year. Hoogenhout has over 15 years' experience in the financial services industry. ... |
| | | 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 ... |
| | | Uniting Financial Services (UFS), the treasury arm of the Uniting Church, has fully adopted Rubik's Software as a Service (SaaS) product. The 'Bank in a Box' solution provides comprehensive banking software via cloud technology to financial organisations ... |
| | | ... which 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 ... |
| | | Financial software provider Rubik attributed its return to profit in 2013 to its acquisition of financial planning software manufacturer Coin. Rubik reported a net profit after tax of $857,000 for the 12 months to 30 June, reversing a loss of $790,000 ... |
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