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
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.
