In July 2003 COIN (Coin Software Pty Ltd) was launched onto the Australian financial services market. COIN instantly attracted the attention of boutique advisers, dealer groups and large institutions.

COIN’s distinctive approach to financial software was recognised by Macquarie Bank and resulted in the acquisition of the business in June 2005. Head of Macquarie Adviser Services, Neil Roderick, said he was excited about the acquisition of COIN, which marked the next major step for Macquarie's expansion of services to the financial planning industry. Mr Roderick said "This acquisition will ensure that COIN's dynamic approach to software innovation is supported and developed,"

In 2009, the release of COIN Office 3.0 coincided with praise from boutique advisers when the Investment Trends Survey announced COIN had won the 2008 Investment Trends Awards for Best Plan Production, Best Modeling and Best Reporting. COIN is renowned for continuing to develop enhancements and new functionality for advisers operating in the growing areas of risk, investments and planning.