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Showing 31 - 40 of 96 results for %22COIN Software%22

Provisio launches free online trial for IFAs

ALICE URIBE  |  THURSDAY, 8 AUG 2013
... 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 ...

Financial planners opt for software homogeneity

JAMES FERNYHOUGH  |  FRIDAY, 5 JUL 2013
... found that IRESS's platform XPLAN has increased its market share to 51%, up from 39% in 2012. XPLAN's nearest competitor, COIN, has 25% of the market, remaining steady since 2012. Below COIN was Midwinter, with a steady 7% market share. The figures ...

Rubik launches COIN app

LAURA MILLAN  |  THURSDAY, 27 JUN 2013
... 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 and view and create file ...

Rubik completes Provisio takeover

MARK SMITH  |  MONDAY, 17 JUN 2013
... high-performing company with an outstanding product that addresses a different 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 ...

Rubik to focus on boutique financial planning

LAURA MILLAN  |  MONDAY, 3 JUN 2013
... 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 the company expects to be able to align its current Provisio software with COIN in ...

Rubik to purchase Visor Desktop from Macquarie

STAFF WRITER  |  TUESDAY, 21 MAY 2013
... management market after entering into a binding agreement to acquire Visor Desktop financial planning software (formerly COIN Desktop) from Macquarie's Banking and Financial Services Group. "The acquisition of Visor broadens Rubik's presence into the ...

Rubik acquires Provisio

MARK SMITH  |  TUESDAY, 19 FEB 2013
... acquisition, Rubik aims to strengthen its position in the scaled wealth advice technology market and says components of its COIN software platform will enhance the solutions already provided to Provisio's customers. "We have been evaluating the leading ...

COIN software FoFA ready: Rubik

BEN COLLINS  |  MONDAY, 10 SEP 2012
ASX listed Rubik Financial Limited said today that its updated financial planning software, COIN version 4.0 is compliant with the Future of Financial Advice (FoFA) reforms. New functions have been included that allow users to meet the fee disclosure ...

Macquarie focuses on independents with Visor

MELANIE TIMBRELL  |  THURSDAY, 16 AUG 2012
Macquarie has renamed its financial planning software for independent advisers Visor, following last week's sale of the COIN business to Rubik. The sale saw the business divided into two software offerings. While Rubik Financial will service the institutional ...