|
15 SEPTEMBER 2009 - COIN TEAMS UP WITH LONSEC TO EXPAND RESEARCH BASE FOR ADVISERS (COIN MEDIA RELEASE) Coin Software Pty Ltd today announced a new partnership with researcher, Lonsec, to provide financial advisers with easier access to a wide choice of investment research.
15 APRIL 2009 - COIN AQUIRES REMAINING STAKE IN OLICC TECHNOLOGIES (COIN MEDIA RELEASE)
COIN Software Pty Ltd today announced it has taken full ownership of Olicc Technologies, acquiring the remaining 50 per cent stake in the business and bringing the two operations closer together.
25 MARCH 2009 - COIN SOFTWARE HELPS ADVISERS WITH MARKETING EFFORTS (COIN MEDIA RELEASE)
Coin Software Pty Ltd today announced it has developed a new software module which assists financial planning practices in implementing and managing multi-channel marketing campaigns.
SEPTEMBER 2008 - COIN SOFTWARE APPOINTS HEAD OF SALES (COIN MEDIA RELEASE)Coin Software, one of the industry's leading financial planning software providers, has promoted Katrina Banks to Head of Sales, with responsibility for national sales and the business’ relationship management focus for small and medium clients.
AUGUST 2008 - TELSTRA SUPER FINANCIAL PLANNING SIGN COIN SOFTWARE AGREEMENT (COIN MEDIA RELEASE)Coin Software, one of the industry's leading financial planning software providers, has signed an agreement with Telstra Super Financial Planning, which is the sole financial planning provider to Australia's largest corporate super fund, Telstra Super.
AUGUST 2008 - COIN SOFTWARE INCREASES ADVISER EFFICIENCY THROUGH INTEGRATION (COIN MEDIA RELEASE)Coin Software Pty Ltd today announced it has further integrated its technology suite with MLC MasterKey, Macquarie Life and Macquarie Cash Management Trust, providing more time efficient solutions to financial advisers using the software.
MARCH 2008 - COIN SOFTWARE LAUNCHES LIGHTER OPTION FOR RISK WRITERS (COIN MEDIA RELEASE)Coin Software Pty Ltd today launched a new, cost effective and tailored solution designed specifically to meet the needs of risk writers.
DECEMBER 2007 - OUTPLAN IS NEW INVESTMENT BY COIN (COIN MEDIA RELEASE)Outplan provide 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.
OCTOBER 2007 - COIN LAUNCHES ADVISER WEB SERVICE (COIN MEDIA RELEASE)Coin Software is excited to reveal another service offering to compliment the Coin Office Suite. Coin Hosting is a web based data management tool that will reduce your IT infrastructure needs in addition to keeping your data secure by automating your backup process.
JUNE 2007 - COIN ACQUIRES 50 PER CENT OF OLICC (COIN MEDIA RELEASE)Coin Financial Planning Software and Olicc Technologies today announced that Coin has purchased 50 per cent of Olicc, providing a strong relationship focused on the delivery of market leading system solutions to financial advisers.
JULY 2006 - 1 YEAR ANNIVERSARY OF MACQUARIE ACQUIRING COIN (COIN MEDIA RELEASE)
Coin Software this week celebrated the first anniversary of its acquisition by Macquarie Adviser Services by announcing it was continuing to rapidly grow market share in the financial planning software market and was planning further services and enhancements to benefit its clients.
NOVEMBER 2005 - COIN SOFTWARE RANKED "NUMBER ONE" BY INVESTMENT TRENDS (COIN MEDIA RELEASE)Coin Software Pty Ltd today announced that it has achieved the Number One ranking for the second consecutive year in the Investment Trends’ independent 2005 Competitive Analysis Report for Planning Software...
JUNE 2005 - MACQUARIE ACQUIRES COIN SOFTWARE (COIN MEDIA RELEASE)Macquarie Adviser Services announced it had extensively expanded its service offering to financial advisers with the acquisition of Australia's leading financial planning software company, Coin Software Pty Ltd.
|