Coin rounds out research offering
Macquarie-owned Coin Software has added Standard & Poor’s (S&P's) fund research to its software.
Coin now offers its software users access to research from van Eyk Research, Mercer, Lonsec and S&P.
Coin added Lonsec’s research to its software in September last year. The group said the changes to the software were made in response to adviser demand for more consolidated information.
The group said the moves to integrate fund research into the software platform supports the findings of recent Investment Trends research that found improving data integration in planning software is a key priority for financial advisers.
Macquarie Adviser Services head of product and technology, Robert McCabe, said the addition of S&P would help streamline the advice process.
“By bringing together the insights of four research providers in one place, COIN can help to deliver fast and comprehensive advice documentation,” McCabe said.
S&P provides qualitative research on nearly 2,100 managed funds and 7,500 fund profiles.
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