Coin Software Information

COIN is Rubik Financial's financial planning software business*, providing smart technology for financial advisers who want to work smarter, not harder. COIN Office is our comprehensive software solution that integrates and automates the financial planning process in your business, from the first client contact to annual portfolio reviews. Access data, information and workflow in one place – streamline your business processes. Comprehensive CRM solution – effectively manage and engage your clients. Hundreds of tools, templates and workflows – drive business efficiency. Flexible, modular licensing options – to suit all roles in your business. Experienced Training and Relationship Managers and unlimited access to technical support – to ensure you get the most from our solutions. COIN web hosting – reduce IT infrastructure costs and enjoy automatic upgrades. COIN supports around 15,000 financial advisers and administration staff across Australia, from single adviser practices to major financial institutions – helping them to deliver an effective and efficient service for their clients.