New Rubik iPad App released
Rubik Financial Limited, the ASX-listed global provider of financial technology and software, today announced the launch of its iPad app, COIN Rapid, which allows financial planners to access client details and portfolio information on-the-road directly from COIN Software.
Rubik Managing Director Wealth, Wayne Wilson, said COIN Rapid had been developed in response to market demand.
“The iPad app is fully integrated with COIN Software and allows users to access their clients’ key data and portfolio information,” Mr Wilson said.
“COIN Rapid delivers the key client information that is available on COIN Software direct to the users’ iPad, allowing users to access client information at any time, and any place.
“Along with the functionality to search through the client base and to quickly view basic information for each client, the Client Dashboard functionality allows an in-depth view of client information.
“Drilling down into each area allows users to view their clients’ essential data, such as key details, key relationships, insurance arrangements, goals and objectives and estate planning information,” Mr Wilson said.
Key features of COIN Rapid include:
- Real time access to key client details and portfolio information in COIN software
- The functionality to update the personal details of existing clients
- The ability to create new client groups, and
- The capability to view and create file notes for clients
COIN Rapid will be made available to all Rubik institutional clients that have COIN version 4.1 or later. It will be available for the ex-Visor clients when they upgrade to COIN 4.2.
The launch of COIN Rapid follows the announcement earlier this month that Rubik had completed its acquisition of Provisio Technologies. The acquisition of Provisio expands on Rubik’s current advice offerings, COIN and Visor Desktop financial planning software, and reinforces its important role in the growing wealth market.