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Rubik Financial Limited

Coin Office, the industry's premier enterprise financial planning suite, unites the entire financial planning process. Integrated & web-enabled, the suite allows you to access, consolidate, and communicate investment, superannuation, debt, insurance and estate information with remarkable efficiently. Coin Office automates the entire spectrum of financial planning functions - from client and portfolio management to workflow, sophisticated modelling, estate planning, insurance analysis, debt consolidation, SOA production, enterprise reporting, and reconciliation processing. Because all applications are integrated, scalable and client centric, the suite connects and accelerates all your financial planning functions, freeing you to deliver better, more complete service to your clients.

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Version

4.1

Release Date

30/04/2013