23 February 2010 | The platform and financial services provider has introduced new modelling and rebalancing technology to its products.
2 February 2010 | Financial planners continue to grapple with customer relationship management (CRM) and platform systems, and integration is once again becoming a key concern.
11 November 2009 | Stay in touch with the issues affecting your industry with Money Management's video news burst. 7 days of news in under 4 minutes. Proudly sponsored by Securitor.
3 November 2009 | There have been changes in the senior ranks of Macquarie-owned company Coin Software, with Robert McCabe replacing Darelle Jenkins.
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.
19 October 2009 | Some financial planning companies and dealer groups may have opted to develop their own planning software, but Money Management research reveals this is proving no threat to the market dominance of the majors.
14 July 2009 | A dependence on complex financial planning software is seeing practices outlay significant sums on the recruitment of younger, tech-savvy support staff rather than experienced planning professionals.
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.
24 June 2009 | Financial planners are becoming increasingly frustrated with unreliable investment product data feeds within their financial planning software systems.
14 May 2009 | According to Iress, wealth management companies are cutting back on software subscriptions, but subscriptions into insurance-based software are on the rise.
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.
14 May 2008 | Iress acquisition likely to result in innovative new service.
9 July 2007 | Coin Financial Planning Software expands service.
14 February 2007 | BT Financial Group has improved the functionality of its wrap product by allowing those financial planners who use Coin planning software to export customer data directly into the BT Wrap platform application.
10 November 2006 | Financial planning and software provider IWL and compliance and training consultancy Adviser Solutions have entered a business alliance to promote their services to clients.
29 April 1999 | The latest version of ASSIRT Desktop financial planning software will be available from the middle of May, software manager Mark Perica announced at a briefing in Melbourne last week.