Search Results | Showing 71 - 80 of 96 results for %22COIN Software%22 |
| | | ... selecting Praemium's V-Wrap to service its private client wealth management division in June. Meanwhile, in April, Praemium and COIN launched a new interface between V-Wrap and the COIN financial planning software, which is designed to reduce the amount ... |
| | | | ... standard; External Platform Interface (EPI). According to MLC, the service will be available for advisers who use VisiPlan, Coin and Xplan. "The Client Data Exchange will result in improved data quality by removing manual processes and will also provide ... |
| | | | ... provider of a suite of solutions to its financial planning clients. "These include Macquarie Wrap and the Cash Management Trust, Coin Financial Planning Software, FutureWise insurance offerings and Macquarie Professional Series investment funds," said ... |
| | | | Coin Software has developed Risk Lite, a condensed version of Coin Office that allows risk writers to manage all client data and recommend a product faster. Using Risk Lite the risk writer can identify each client's specific insurance requirements and ... |
| | | | ... automatically streamline customer data from the Asgard platforms to the desktops of financial planners using VisiPlan. Created by Coin and VisiPlan, External Platform Interface (EPI) standards are a protocol for information transfer from platforms to ... |
| | | | ... benchmark. Small caps have generally outperformed large caps over the past three years and caused a drag on the portfolio. We coin this phenomenon the 'Small Cap Effect'. The only problem, according to Inalytics Asia Pacific managing director Amanda ... |
| | | | ... whether vendors should build or assemble a 'best of breed' or an integrated solution, said Simon Bishop, head of sales at Coin. "However the more products you're interfacing the more problems could arise," he said. Bishop said their structure allows ... |
| | | | ... Technologies has caught the eye of the big Australian, Macquarie, who's software arm has taken a stake in the business. Macquarie's Coin Financial Planning Software has acquired 50 per cent of Olicc Technologies. Under the deal, Olicc and Coin will work ... |
| | | | ... trying to bring on board is those same equity capabilities." This week the group announced that planners who use Xplan or COIN will save on double-entry of data after BT Wrap adapted a straight through processing (STP) technology compatible with the ... |
| | | | Macquarie owned Coin Software has released an upgrade offering over 150 enhancements aimed at delivering improved flexibility as well as straight through processing (STP) support. Tony Graham, Coin managing director, said, "Automated datafeeds from ... |
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