Search Results | Showing 41 - 50 of 96 results for %22COIN Software%22 |
| | | ... 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 week's acquisition of the ... |
| | | | Macquarie Banking and Financial Services has signed a conditional agreement for the sale of COIN Software to Rubik Financial Limited. Under the agreement, COIN will be separated into two financial software offerings, with Macquarie retaining the majority ... |
| | | | SMSF administration software developer Class Super has launched accounting software to calculate property depreciation values on an on-going basis. Class Super, owned by Class Financial Systems, has introduced the new property module to allow SMSF administrators ... |
| | | | ... benchmarking methodology created in consultation with developers. The report found XPLAN achieved an overall score of 89%, ahead of Coin Office with 85% and AdviserNETgain with 75%. Ian Webster, from the Investment Trends Advisory Board, said it was ... |
| | | | ... software platform, maybe one attached to a super platform or a new software platform to develop or the use of an existing COIN or XPLAN style of offering to help execute and implement opt-in." Barrett said first ANZ Wealth will need further detail about ... |
| | | | ... form of a third-party platform with direct feeds into commonly used financial planning software, such as XPLAN, VisiPlan and COIN Office. |
| | | | ... Macquarie's mortgage intermediary investment team, will replace Robert McCabe as Macquarie's head of product and technology for COIN Financial Software, effective October 1. McCabe moves into a new role within the Macquarie Banking and Financial Services ... |
| | | | ... year's results. IRESS lead the market with XPLAN with 34% of advisers using the software platform, up from 33% last year. COIN has also increased its market share from 20% to 23% of planners using it as their main planning software while independent ... |
| | | | Macquarie's financial planning software division COIN today released a new package that helps financial advisers see which clients are earning them the most money, the firm said. The new tool can also enable financial practice managers to see which ... |
| | | | Financial planning software provider COIN has launched training courses for paraplanners, which could go some way to increasing the upskilling in the profession. The three-day courses, Paraplanning Fundamentals, are run in conjunction with outsourced ... |
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