Rubik launches COIN 4.2


Rubik Financial has released the latest version of its COIN financial planning software following its integration with scaled advice solutions provider Provisio Technologies.
According to Rubik Financial director wealth Wayne Wilson, the upgrade focused heavily on meeting Future of Financial Advice requirements as well as leveraging scaled advice capabilities from Provisio.
The upgrade signals Rubik’s push into defined scoped advice solutions and will be available as a separate module within COIN.
Wilson said the “perfect marriage” between COIN and Provisio would provide advisers with a strong toolkit for both comprehensive and scaled advice.
Rubik completed its acquisition of Provision at the end of June.
Recommended for you
A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rules.
Insignia Financial has experienced total quarterly net outflows of $1.8 billion as a result of client rebalancing, while its multi-asset flows halved from the prior quarter.
Prime Financial is looking to shed its “sleeping giant” reputation with larger M&A transactions going forward, having agreed to acquire research firm Lincoln Indicators.
An affiliate of Pinnacle Investment Management has expanded its reach with a London office as the fund manager seeks to grow its overseas distribution into the UK and Europe.