Estimation application downloads and cost
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 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.
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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.
Coin Rapid screenshorts
ASO analyse Coin Rapid app for iPhone and iPad
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Competitors of Coin Rapid application
Application availability
Available in countries
| Country | Price |
|---|---|
| USA | free |
Available for devices
iPad2Wifi, iPad23G, iPadThirdGen, iPadThirdGen4G, iPadFourthGen, iPadFourthGen4G, iPadMini, iPadMini4G, iPadAir, iPadAirCellular, iPadMiniRetina, iPadMiniRetinaCellular, iPadAir2, iPadAir2Cellular, iPadMini3, iPadMini3Cellular, iPadMini4, iPadMini4Cellular, iPadPro, iPadProCellular, iPadPro97, iPadPro97Cellular, iPad611, iPad612, iPad71, iPad72, iPad73, iPad74,Other apps from Rubik Financial Technology
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