Rubik expands software offering with COIN iPad app
Financial solutions provider Rubik Financial has launched a COIN Software-integrated iPad app to provide financial advisers with real-time access to client data.
The solution, COIN Rapid, had been developed in response to market demand as a means for advisers to view and update portfolio information on the move, Rubik director wealth Wayne Wilson said.
He said advisers would have access to clients' essential details such as key relationships, insurance agreements, goals and objectives and estate planning information.
The iPad app will be available to all Rubik institutional clients that have COIN version 4.1 or later, as well as former Visor clients when they upgrade to 4.2.
Earlier this month, Provisio Technologies detailed how it would be offering free scaled advice tools following its acquisition by Rubik earlier in the year. The deal is estimated to cost Rubik more than $3 million.
Recommended for you
ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test.
Quarterly Wealth Data analysis has uncovered positive improvements in financial adviser numbers compared with losses in the prior corresponding period.
Holding portfolios that are too complex or personalised can be a detractor for acquirers of financial advice firms as they require too much effort to maintain post-acquisition.
As the financial advice profession continues to wait on further DBFO legislation, industry commentators have encouraged advisers to act now in driving practice efficiency.
