COIN is committed to you and your practice. That’s why we are continually seeking to complement our integrated whole of service offering to advisers by fostering relationships with your partners and acquiring services that add value to your business.

OLICC TECHNOLOGIES COIN acquired full ownership of Olicc Technologies in 2009 to compliment COIN’s offering, providing a wholly owned practice management capability that can now be accessed by advisers as a module within COIN Office, or as a stand alone solution.

Olicc is a simple web-based tool that gives you instant business intelligence on your practice.

• Revenue intelligence – tracks all revenue sources, ensuring you are being paid correctly
• Reporting intelligence – real time reporting illustrating exactly how many tasks are overdue and who is responsible for each task
• Practice intelligence – a clear, instant view of all the key metrics in your business

OUTPLAN In 2007 COIN acquired a 50% equity stake in Outplan who provides outsourced paraplanning services to the adviser market. They are a start up business that has quickly differentiated itself in the delivery of premium paraplanning services with a focus on plan production as a marketing document as well as a compliance document and utilise the COIN Office suite to do this.

Outplan is apremium outsourced paraplanning service that produces SoAs that win business.

• Valued advice - transform your SOAs into a tool that your clients will value and understand
• Highly trained staff – our paraplanners have an in-depth understanding of complex superannuation issues and investment entity structuring
• Superior systems – quick turnaround time and superior look and feel of SOAs
• Clarity – the SOAs we produce on your behalf are clear, understandable and help differentiate your business