COIN Software is a comprehensive software solution that integrates and automates the processes within a Financial Planning business.
COIN Rapid is fully integrated with COIN Software and provides the Financial Planner with real-time access to their clients key personal and portfolio information anywhere they go.
COIN Rapid also gives the Financial Planner the ability to:
- Update the personal details of an existing client
- Add a new client
- View client file notes and attachments
- Add new file notes to a client record
- Email clients directly from the App and save the email as a file note
To access COIN Rapid you will need COIN version 4.2 and your COIN vendor code.