Rubik appoints James Jackson group executive – consulting

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Financial services software company Rubik Financial (Rubik) has appointed James Jackson to the newly created position of Group Executive – Consulting. Reporting to Rubik CEO, Iain Dunstan, he will be

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Rubik appoints Joanna McCarthy head of marketing and communications

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Financial services software company Rubik Financial (Rubik) has appointed Joanna McCarthy to the newly created position of Head of Marketing and Communications. Reporting to Rubik CEO, Iain Dunstan, she will

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New business development manager for Rubik

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Financial services software company Rubik has appointed Marc Hraiki as general manager – sales and relationship, following a period of growth for the business. At Rubik, Mr Hraiki will be

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Financial Planning practice “health” back to pre-GFC levels but still areas to address

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The latest Rubik Financial/Business Health Future Ready VI report* shows an overall improvement over the past two years in the “health” of Australian advisory practices, but there are still some

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Rubik appoints new CEO

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Iain Dunstan, currently managing director of Rubik’s Wealth Division, has been appointed interim CEO of Rubik following the departure of Niek Hoogenhout. Mr Dunstan joined the company in October, bringing

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Rubik and Stargate’s COIN/SymmetryCRM interface allows collaboration between advisers and mortgage brokers

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Rubik Financial Limited last week announced a new interface that integrates its wealth planning software COIN with Stargate Technologies’ loan management tool, SymmetryCRM, used by over 2,500 Australian mortgage brokers. The

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Rubik Financial enters into license arrangement with Revex Solutions

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Integrated commission and revenue management technology with COIN Software is intended to solve many FoFA headaches for advisors Rubik Financial Limited (Rubik), the ASX-listed global provider of financial technology and

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Rubik launches iPad app for COIN

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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

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Rubik completes purchase of Provisio

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Rubik Financial Limited, the ASX-listed provider of financial technology and software to over 200 financial sector clients, today announced the completion of its purchase of Provisio Technologies Pty Ltd (Provisio).

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Rubik completes acquisition of Visor Desktop

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Rubik Financial Limited, the ASX-listed provider of financial technology and software to over 200 financial sector clients, has announced the completion of its purchase of Visor Desktop financial planning software (formerly

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