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Search ResultsShowing 1 - 10 of 30 results for "COIN Software"
Roar Software bolsters team, partners with Milliman
ALLY SELBY  |  TUESDAY, 25 AUG 2020
... Management, investorfirst, Van Eyk Research and TOTE Tasmania. He was also the managing director and founder of COIN Software, as well as the chief executive of Advent Software. Bishop, who Roar Software said will leverage his industry knowledge and ...
AdviserLogic appoints NSW sales manager
LAURA MILLAN  |  MONDAY, 24 NOV 2014
... practices and licensees. Page was at AAP for over eight years and also spent a year as a general manager of the COIN software. She will start in her new role in January 2015 and her appointment follows the recruitment of Gayle Forster to the position ...
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 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 to sell COIN
MELANIE TIMBRELL  |  MONDAY, 2 JUL 2012
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 ...
Coin upgrades SoA services
COMPANY RELEASE  |  THURSDAY, 18 FEB 2010
Coin Software has rolled out a new Comprehensive Statement of Advice (SoA) template to help financial advisers with their admin needs. The launch was part of an upgrade for Coin Office v3.4. The Comprehensive SoA template allows advisers to provide ...
Former COIN Software MD moves to BT
COMPANY RELEASE  |  TUESDAY, 9 FEB 2010
Darelle Jenkins, former managing director at COIN Software, has been appointed national manager of AdviserNETgain at BT Financial Group. This announcement comes after Jenkins resigned from COIN in November last year after not taking up a new role as ...
McCabe heads Coin as Jenkins resigns
RUTH LIEW  |  MONDAY, 2 NOV 2009
... head of product and technology for Coin/ Web, following the resignation of Darelle Jenkins as managing director of Coin Software. The head of product and technology structure for different divisions already exists in other areas of the Macquarie business ...
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