COIN

Powering practice efficiency

 

Overview

COIN is Macquarie’s financial planning software business*, providing smart technology for financial advisers and mortgage brokers who want to work smarter, not harder.

COIN Office is our comprehensive software solution that integrates and automates the financial planning process in your business, from the first client contact to annual portfolio reviews.

  • Access data, information and workflow in one place – streamline your business processes.
  • Comprehensive CRM solution – effectively manage and engage your clients.
  • Hundreds of tools, templates and workflows – drive business efficiency.
  • Flexible, modular licensing options – to suit all roles in your business.
  • Experienced Training and Relationship Managers and unlimited access to technical support – to ensure you get the most from our solutions.
  • COIN web hosting – reduce IT infrastructure costs and enjoy automatic upgrades.

COIN supports around 15,000 financial advisers and administration staff across Australia, from single adviser practices to major financial institutions – helping them to deliver an effective and efficient service for their clients. 

Find out how COIN can support your business – call our Business Development Team today on 02 8245 4000 or email coin@macquarie.com 

COIN modules

Dice

Client Relationship Management (CRM)

Enables you to enter, view, report and track relevant client information.

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Mortgage

Tools for mortgage advice

Powerful product comparison and research, streamlined online loan processing and automated loan status tracking to power your mortgage business.

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Quickplan

Fast Advice documents

Fast Advice Documents Quickly generate advice documents and track your client's investments.

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Pyramid

Client engagement

Graphically illustrate and refine your client’s lifestyle and retirement goals using this wizard driven point of sales tool.

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Analyser

Portfolio management

Perform portfolio modelling, rebalancing and reporting of assets within your client's portfolio.

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Strategy

Cashflow and strategic modelling

Create transactional cashflow and strategic modelling scenarios for your clients. Your recommendations can then be populated into an advice document as tables or graphs.

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Compare:Insurance

Risk comparator

Perform an insurance needs analysis for your client or conduct standalone research.

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Compare:Super

Super comparator

Streamlines the process of providing superannuation advice from research through to SoA generation, saving you time and effort.

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DocDesigner

Template management

This comprehensive tool builds, modifies and maintains your SoA and standard templates.

 

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Client management

Reporting

Effectively data mine and communicate easily with your clients.

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Campaign

Marketing tools

Quickly and easily improve marketing effectiveness and measure ROI.

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Tools

Specialised calculators

Over 25 specialised tools and calculators to assist you with savings, superannuation, taxation, retirement and insurance... plus much more!

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Service

Implementation management

COIN's implementation method is a systematically structured approach designed to effectively integrate COIN Office within your business. COIN puts in place various measures to ensure a smooth and successful implementation.

Upon signing, an implementation program will be developed that is customised to your business's individual needs. An Implementation Manager is assigned to assess your requirements which can include data conversion, workflow, preference set up and data feeds and then workout a delivery timeframe to suit your needs.

COIN's implementation method is a systematically structured approach designed to effectively integrate COIN Office within your business. COIN puts in place various measures to ensure a smooth and successful implementation.

Upon signing, an implementation program will be developed that is customised to your business's individual needs. An Implementation Manager is assigned to assess your requirements which can include data conversion, workflow, preference set up and data feeds and then workout a delivery timeframe to suit your needs.

Training and Relationship Management

Upon successful implementation of COIN Office, your business is assigned a dedicated and experienced Training and Relationship Manager (TRM) that is a COIN Office expert. Your TRM works with you to develop your initial business plan, as well as your ongoing training and development program over the short, medium and long term.

These plans are designed with the aim of meeting the specific needs of your business and adapting COIN Office to your business processes. Ultimately, your TRM functions as your business's guide to ensure COIN Office is used in the most effective and efficient manner for your business.

Unlimited helpdesk support

When you require assistance or clarification on functionality within COIN Office, unlimited helpdesk support is offered to your business at no extra cost. COIN ensures that all the assistance you require is made available to all licensed users of the software within your business.

The helpdesk is open Monday to Friday from 8am–7pm AEST and is contactable at local call costs on 1300 783 603.

Web hosting

COIN's flexible deployment leaves the options open for you to decide what suits your business best.

Flexible deployment options allow you to choose between technology solutions that suit your requirements. You have the option of a server based solution or a web hosted solution.

Our web hosted solution takes away the burden of backups, updates and the general maintenance of running a server in your office. This enables you to concentrate on other tasks that enhance your business activity.

Professional services

Maximising your software’s productivity requires fast, reliable service and support and that's exactly what you get with COIN. Our experienced Client and Professional Services representatives provide a wide selection of services, including:

  • consulting services
  • project management
  • Integration Management
  • Data Conversion and Report Writing
  • Training and Coaching

Training

Select a session and register now. Please note all sessions are in Sydney time.

Date Time Topic Register
Tues 24 Apr 2pm – 2:30pm How to amend Risk Profile Register now
Thu 26 Apr 2pm - 3pm Strategy - Wealth / Debt Register now
Fri 27 Apr 11am – 11:30am How to amend Risk Profile Register now
Tues 1 May 2pm – 2:30pm Import Insurance premiums Strategy Register now
Wed 2 May 11am – 11:30am Import Insurance premiums Strategy Register now
Wed 2 May 2pm - 3pm Strategy - Superannuation Register now
Tues 8 May 2pm – 2:30pm Setting insurance commission structures Register now
Wed 9 May 11am – 11:30am Setting insurance commission structures Register now
Wed 9 May 2pm - 3pm Strategy - Pension Register now
Wed 16 May 2pm - 3pm Strategy - Insurance Register now

About us

In July 2003 COIN (Coin Software Pty Ltd) was launched onto the Australian financial services market. COIN instantly attracted the attention of boutique advisers, dealer groups and large institutions.

COIN's distinctive approach to financial software was recognised by Macquarie Bank and resulted in the acquisition of the business in June 2005. Chief Operating Officer of Macquarie Banking and Financial Services, Neil Roderick, said he was excited about the acquisition of COIN, which marked the next major step for Macquarie's expansion of services to the financial planning industry. Mr Roderick said "This acquisition will ensure that COIN's dynamic approach to software innovation is supported and developed,"

In 2009, the release of COIN Office 3.0 coincided with praise from boutique advisers when the Investment Trends Survey announced COIN had won the 2008 Investment Trends Awards for Best Plan Production, Best Modeling and Best Reporting. COIN is renowned for continuing to develop enhancements and new functionality for advisers operating in the growing areas of risk, investments and planning.

Partners

COIN is committed to you and your practice. That’s why we are continually seeking to complement our integrated whole of service offering to advisers by fostering relationships with your partners and acquiring services that add value to your business.

COIN acquired a 50% equity stake in Outplan who provides outsourced paraplanning services to the adviser market. They are a start up business that has quickly differentiated itself in the delivery of premium paraplanning services with a focus on plan production as a marketing document as well as a compliance document and utilise the COIN Office suite to do this.

Research Partners

Van Eyk www.vaneyk.com.au
YTML www.ytml.com.au
Lonsec www.lonsec.com.au
Mercer www.mercer.com.au
Rice Warner Research www.ricewarner.com.au
Standard and Poors www.standardpoors.com.au


Practice Management Partners

Macquarie Practice Consulting www.macquarie.com
Encore www.encoregroup.com.au


Paraplanning Partners

Outplan www.outplan.com.au


Technology Partners

Microsoft www.microsoft.com.au

Contact us

COIN Software

1 Shelley St
Sydney NSW 2000
Fax: +61 2 8237 0980


Sales enquiries
Call: +61 2 8245 4000
Email


Technical support
Call: 1300 783 603
support@coinsoftware.com.au


Accounts
Call: +61 2 8245 4000
accounts@coinsoftware.com.au