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|Search Results||Showing 1 - 10 of 30 results for "COIN Software"|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|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 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 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 ...|
|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 ...|
|... 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 ...|
In a study of 3.8 million analyst forecasts in 45 countries between 1994 and 2019 it has been found that US analysts fail to outperform on average.
Despite the tumultuous market conditions brought about this year, Longlead Capital Partners believes Pan-Asia equities are set to deliver a strong performance in 2021.
A non-executive director of the platform provider has been forced to step down following an administrative error, while the former Powerwrap chair has been appointed to the board.
An industry fund has awarded $170 million to an emerging markets strategy from Pinnacle's latest boutique partner.
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