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Showing 11 - 20 of 32 results for %22Wayne Wilson%22

COIN migrates onto cloud

STAFF WRITER  |  MONDAY, 31 MAR 2014
... choice is proof that the cloud is an industrial strength delivery model," he said. Rubik managing director Wealth, Wayne Wilson, said cloud technology overcomes inefficiencies that can accumulate when the software is hosted and supported in-house. He ...

Rubik appoints head of sales

LAURA MILLAN  |  FRIDAY, 14 MAR 2014
... managers and will look to deepen Rubik's presence in Queensland and New South Wales. Rubik managing director of wealth Wayne Wilson said the appointments follow a period of intense acquisition activity that has significantly expanded Rubik's offering ...

Rubik partners with Stargate on integration interface

JAMES FERNYHOUGH  |  FRIDAY, 14 FEB 2014
... financial planners using COIN and brokers using Symmetry to push client information to each other's respective platform. Wayne Wilson, Rubik managing director wealth, said: "We are delighted to work with Stargate Technologies to allow greater collaboration ...

COIN updated software focuses on scaled advice

LAURA MILLAN  |  FRIDAY, 11 OCT 2013
... requests with the ability to generate a statement of advice in minutes," Rubik Financial managing director of Wealth Wayne Wilson said. Provisio's optimized advice will cover retirement adequacy, super comparison, transition to retirement, contributions ...

COIN mulls Revex acquisition

LAURA MILLAN  |  FRIDAY, 19 JUL 2013
... a 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
... Services 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 ...

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.