COIN Software is a comprehensive software solution that integrates and automates the processes within a Financial Planning business
Coin Rapid
What is it about?
COIN Software is a comprehensive software solution that integrates and automates the processes within a Financial Planning business.
App Screenshots
App Store 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.
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.