18 February 2010 | Coin Software has launched a new comprehensive SOA template to help financial advisers consolidate the data-gathering process and create greater efficiencies in the workplace.
28 October 2009 | Software companies need to start considering how to help advisers market their knowledge to potential clients.
19 October 2009 | In the wake of the global financial crisis the financial software industry remains in a state of upheaval, with innovation relentless, competition fierce and smaller practices stepping into the domain of the major providers, writes Benjamin Levy.
09:47 AM | Despite dealer groups developing their own software, major software companies control over half the market.
13 October 2009 | Will provide software to insurance advisers for a further three years.
15 September 2009 | Coin Software and Lonsec have partnered to provide monthly research reports to Coin Office users, amongst other research services.
2 July 2009 | Dealer groups dissatisfied with financial planning software are creating their own or purchasing programs from practices marketing their own internally used software.
18 May 2009 | The current economic climate has put pressure on financial planning practices throughout Australia and around the world.
15 April 2009 | Macquarie subsidiary Coin Software now has full ownership of planning software provider Olicc Technologies, but planners will be able to continue to use the latter as a stand-alone module with its parents' software offering.
26 March 2009 | Advisers are now considering innovative marketing strategies such as online blogs and podcasts, but these initiatives can present challenges for some.
19 March 2008 | Software provider responds to demand for simpler, cheaper products.