Coin Software Pty Ltd (Coin) today announced a new partnership with researcher, Lonsec, to provide financial advisers with easier access to a wide choice of investment research.

Users of Coin Office can now receive in-depth, quality unlisted investment research directly through the software platform, spanning a range of traditional and alternative asset classes including managed funds, property and infrastructure, and structured products. It is expected that the range of asset classes will be expanded in future Coin Office releases to include agribusiness and other investment research.

Adding to Coin’s ability to ensure the financial planning process is both streamlined and efficient for advisers, this new service has been integrated into Coin Office following increased demand from its users for access to a range of up to date information in one place.

One page reports will be updated monthly, containing quantitative data available for more than 7,750 funds. Other content includes fund strategy, investment objective, performance history, asset allocation and fee structure.

The integration with Lonsec will assist advisers by eliminating duplication of data entry across applications, saving valuable time when preparing Statements of Advice (SOA). When it comes to SOA generation, Coin Office ranked number one among its peers for the quality of plan production and reporting in the December 2008 Investment Trends Financial Planning Software Report.

Coin Managing Director, Darelle Jenkins, said this is an exciting partnership which has added to the features available to advisers, who can already access van Eyk’s research through the software platform. “Coin is a client centric business. We listen to what our clients want from our service and make responding to their needs our priority. There was demand from advisers for an expanded research offering and Lonsec provided the ideal solution to enable us to offer more choice,” Ms Jenkins said.

“By integrating Lonsec’s research into Coin Office, advisers will have easier access to the data and tools to consolidate and more clearly communicate information to their clients, driving not only their efficiency but helping them to further enrich the client experience.”

Lonsec’s National Sales & Distribution Manager, John Ryan, said Lonsec is delighted to be providing its research to Coin’s clients.

“A number of Lonsec’s clients use Coin, so having our research integrated into their financial planning software will be of great benefit to these planners. In turn, this partnership also offers choice for other Coin clients that want our research integrated into their financial planning software in order to streamline their workload.”

In addition to the monthly one page reports, Fund Updates including risk/return and performance data and Lonsec’s research opinion and ratings will be delivered quarterly. Annual Fund Reviews, which give an overview of Lonsec’s qualitative and quantitative analysis of a fund relative to other products in that sector, will also be available.

For more information contact:

Jessica Richards, Public Relations Ph: (02) 8237 4513 Mob 0414 985 237

Coin is a subsidiary of the Macquarie Group of companies.



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