Coin Rapid
Detailed App Info:
Application Description
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 client's 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 client's 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.
COIN Rapid is fully integrated with COIN Software and provides the Financial Planner with real-time access to their client's 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 client's 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.
Requirements
Your mobile device must have at least 9.89 MB of space to download and install Coin Rapid app. Coin Rapid is available on iTunes for $0.00
If you have any problems with installation or in-app purchase, found bugs, questions, comments about this application, you can visit the official website of Rubik Financial Technology Rubik Financial Technology Pty Ltd at http://www.rubik.com.au/About/.
Copyright © Coin Financial Software 2013
