Search ResultsShowing 11 - 20 of 25 results for "Wayne Wilson"
COIN mulls Revex acquisition
LAURA MILLAN  |  FRIDAY, 19 JUL 2013
... fully integrated version of Revex available to all clients by November 2013," Rubik Managing director of Wealth Wayne Wilson said.
Rubik launches COIN app
LAURA MILLAN  |  THURSDAY, 27 JUN 2013
... Client Dashboard functionality allows an in-depth view of client information," Rubik managing director of Wealth Wayne Wilson said. "Drilling down into each area allows users to view their clients' essential data, such as key details, key relationships ...
Rubik completes Provisio takeover
MARK SMITH  |  MONDAY, 17 JUN 2013
... wealth advice segment to Rubik's COIN software. This is a strategic and financially sound acquisition," commented Wayne Wilson, managing director of Rubik Wealth. "Components in Provisio's scaled advice software and the COIN software platform complement ...
Rubik to focus on boutique financial planning
LAURA MILLAN  |  MONDAY, 3 JUN 2013
... Group. "We want to have both a boutique and an institutional base," Rubik Financial managing director of Wealth Wayne Wilson told Financial Standard. The acquisition has made Rubik Financial the sole provider of COIN-based solutions in the market and ...
Rubik to purchase Visor Desktop from Macquarie
STAFF WRITER  |  TUESDAY, 21 MAY 2013
... that Rubik is the sole provider of COIN based solutions in the market," Rubik Financial managing director, wealth Wayne Wilson said. The transition from Macquarie to Rubik is expected to be seamless with Rubik already providing a hosted service to its ...
Rubik acquires Provisio
MARK SMITH  |  TUESDAY, 19 FEB 2013
... further acquisitions. There will also be a reorganisation of the group that will see the managing director of wealth Wayne Wilson report directly to the board.
COIN software FoFA ready: Rubik
BEN COLLINS  |  MONDAY, 10 SEP 2012
... on FoFA readiness, office efficiency and client management whilst delivering an improved user experience," said Wayne Wilson, Rubik managing director - Wealth. "The changes will assist planners in being FoFA ready as efficiently as possible, and include ...
Wilson heads-up COIN
MELANIE TIMBRELL  |  TUESDAY, 14 AUG 2012
Former head of Asgard, Wayne Wilson will join tech and software provider Rubik as managing director - wealth with responsibility for the newly acquired COIN business. The appointment marks Rubik's expansion into the wealth space that culminated in last ...
Asgard spends big on platform upgrades
MICHAEL HOBBS  |  FRIDAY, 26 MAR 2010
... strategy that will see its Master Trust, Elements and eWrap platforms move under the one administration platform. Wayne Wilson, head of Asgard, said the changes were designed to reflect the changing regulatory environment and prepare financial advisers ...
Asgard adds fixed term deposits
MICHAEL HOBBS  |  TUESDAY, 3 FEB 2009
... either interest payment at maturity or monthly. However, only the three month term only pays interest on maturity. Wayne Wilson, head of Asgard and Advance, said the extensive suite was launched after strong demand for cash options. "At the moment people ...
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