Rubik Financial has released the latest version of its COIN financial planning software following its integration with scaled advice solutions provider Provisio Technologies.
According to Rubik Financial director wealth Wayne Wilson, the upgrade focused heavily on meeting Future of Financial Advice requirements as well as leveraging scaled advice capabilities from Provisio.
The upgrade signals Rubik’s push into defined scoped advice solutions and will be available as a separate module within COIN.
Wilson said the “perfect marriage” between COIN and Provisio would provide advisers with a strong toolkit for both comprehensive and scaled advice.
Rubik completed its acquisition of Provision at the end of June.
