More and more financial planning and wealth management firms have discovered that succeeding in this dynamic environment takes more than simply automating individual investment functions such as portfolio management and financial modelling. It requires integrating the entire financial planning process across all functional areas of your organisation, including research, platforms, and engaging other partners outside your walls.

Yet how can you automate and integrate your entire workflow without creating custom interfaces, spending even more on maintenance and management, and substantially increasing your overhead?

The answer is Coin Office.

Coin Office, the industry’s premier enterprise financial planning suite, unites the entire financial planning process. Integrated and Web-enabled, the suite allows you to access, consolidate, and communicate investment, superannuation, debt, insurance and estate information with remarkable efficiency.

The Leader in Enterprise Financial Planning Solutions

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, statement of advice (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 a better, more complete service to your clients.

Coin Office was ranked 1^st in its field for both Best Plan Production and Best Modelling in 2007 by Investment Trends Pty Ltd - Competitor Analysis Report: Financial Planning Software

Seamless Integration Unifies Your Office Operations

Whether using in-house built financial planning systems or off-the-shelf applications from various software suppliers, many firms have experienced the limitations of automating investment processes individually without regard to their workflow as a whole. Coin Office ensures information flows easily throughout your organisation as well as to and from your outside partners.

Scale to the Size of Your Business

Just as importantly, Coin Office is scalable, so it easily adapts to the size of your firm. No company is too small or too large to benefit from Coin Office. The software’s exceptional flexibility, functionality and processing power allow it to handle extraordinary volumes of clients, transactions and other data while delivering exceptional performance. Scalability also means that you can start small with your desired modules and Coin Office will accommodate your changing needs as your firm grows. So no matter how large or complex your firm becomes, you won’t outgrow Coin Office.

Improve Client Service with Superior Information

Best of all, Coin Office makes it easy to focus on client service. That’s because the suite consolidates your investment functions around an integrated, client-centric workflow. You can also receive quality information from van Eyk research and Rice Walker that self-directed online investors have no way of accessing. In short, Coin Office consolidates all the information you need to manage your clients’ investments, superannuation, insurance, debt and estate planning in a unified, holistic way. These capabilities make it easier than ever for clients to appreciate the value you bring to their investments.

Interact Real-time with your Clients

Make your client interactions more user friendly and cost effective by leveraging Coin Office’s Web Interface toolset. Collect mission critical fact-find data direct from the clients securely and at their convenience. Give your clients real-time access to portfolio, insurance, fact find and tax reporting branded and configured to your corporate identity.

Enter Data Once Only

Coin Office eliminates the requirement to re-enter data across multiple applications and the requirement to run numerous databases for multiple dealers. All information is shared between client management, modelling, tools and portfolio management. All system settings are configurable allowing the one database to handle multiple dealer settings and their unique requirements. Software upgrades are performed centrally with a comprehensive audit trail enabling monitoring and control of business activities.

Enterprise Technology

Coin Office is a highly scalable solution. Leveraging off Microsoft’s .Net framework provides a rich user interface while giving users access to the products from any location via internet, intranet, LAN or WAN. The software’s robust database technology enables it to accommodate extensive and complex adviser networks with thousands of portfolios.