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Macquarie Adviser Services
What’s new in COIN Office 3.7Overview of key benefits and enhancements
March 2011
© 2011 Coin Software Pty Ltd ABN 87 104 331 795 (COIN) is the licensor of the COIN Office and Comtrac software. COIN is a member of the Macquarie Group of companies. This information is intended only for licensed users of COIN's software.
Macquarie Adviser Services 2
COIN Office 3.7 development strategy realises three key improvements:
Key improvements
Efficiency and usability
Streamlined modelling
Quicker completion of routine tasks
Comprehensive reporting functionality
+ +Advice process
Focus on enhancing Transition to Retirement
Best Practice SoA
Data feeds
New data feed providers and products
Term deposit data feed enhancements
Macquarie Adviser Services 3
Development focus
COIN Office 3.7 focuses on:
Supporting the advice process
Data feeds Efficiency Security
Macquarie Adviser Services 4
Advice process
Enhancements to the Transition to Retirement (TTR) Simulator enable— More refined results
— Specify upfront and ongoing fees for Super and the TTR Pension
— Concessional Contributions Cap is now applied to current salary sacrifice contributions
— Faster output— Import data from Fact Find or Strategy to minimise data entry— All input and output fields are now available for custom templates
— Demonstrate more scenarios— Specify Pension draw-down amount— Include non-concessional contributions in projections to demonstrate
the benefits of making additional Super contributions
Supportingthe adviceprocess
Macquarie Adviser Services 5
Advice process
Best Practice SoA*— Out-of-the-box template to enable advisers to
create SoAs efficiently and quickly. — Improved automation and field pre-population for
companies and trusts— Improved choice and greater flexibility:
— Better word tag functionality— New filter for investment and gearing where recommendations will
only apply to existing investments— Loan table modified to cope with company and trust details
Focus on tax projections (Strategy): improved income tax calculations for scenarios commencing during a financial year
Supporting the advice process
Macquarie Adviser Services 6
Data feeds
Core Equity Services— Full range of trading products and services offered— Available for hosted clients only
Aviva Investors Direct SMA— Two new services:
— Core Opportunities Model Portfolio— Dividend Builder Model Portfolio
— Available for both hosted and non-hosted clients BlackRock
— Two main types of Product Suites: — Pooled Superannuation Trusts (PST) — BlackRock Investment Management
— Available for hosted clients only
Data feeds
Macquarie Adviser Services 7
Data feeds
Expansion of term deposit data feeds, to include— Additional data, such as expiry dates and interest
rates where provided— Directly-held Macquarie term deposits— Improved reporting functionality— Accrued interest field (Macquarie Cash)
Term deposit data feed providers:
Data feeds
Macquarie Wrap and PortfolioOne Oasis Asset Management
MLC Navigator OneVue
Investment Administration Services Asgard
IOOF BT Wrap
Macquarie Adviser Services 8
Efficiency
Background batch processing— Run ‘Batch’ in the background, eg reporting,
without disrupting use of COIN Office Focus on adviser task management:
— Maintain integrity of task completion dates when viewed and not modified
— Improved usability to specify task outcome within task itself— Auto-update fields in Fact Find specified by task outcome
Spelling suggestions for errors highlighted by spell check (Quick Plan and Dice)
Efficiency
Macquarie Adviser Services 9
Security
Increased security through migration of Live Update to ‘https’ (secure protocol)
Improved data security regarding storage of credit card information on the database
Security
Macquarie Adviser Services 10
COIN’s core attributes
Communicate & Collaborate
Help and Support
Marketing and Sales Provide Financial Advice
Research Reporting
Manage Products and Accounts
Manage Your Business
Manage Your Customers
Education and Training
Communicate & Collaborate
Help and Support
Marketing and Sales Provide Financial Advice
Research Reporting
Manage Products and Accounts
Manage Your Business
Manage Your Customers
Education and Training
Communicate & Collaborate
Help and Support
Marketing and Sales Provide Financial Advice
Research Reporting
Manage Products and Accounts
Manage Your Business
Manage Your Customers
Education and Training
Communicate & Collaborate
Help and Support
Marketing and Sales Provide Financial Advice
Research Reporting
Manage Products and Accounts
Manage Your Business
Manage Your Customers
Education and Training
Communicate & Collaborate
Help and Support
Marketing and Sales Provide Financial Advice
Research Reporting
Manage Products and Accounts
Manage Your Business
Manage Your Customers
Education and Training
Communicate and collaborate
Marketing and Sales Provide Financial Advice
Research
Manage products and accounts
Manage your business
Education and training
Marketing and Sales ReportingMarketing and sales
Help and support
Research
Manage your customers
Provide financial advice
Marketing and sales
Macquarie Adviser Services 11
Enhancement matrix
Enhancement COIN Office module COIN core attribute
Enhanced tax projections Strategy Provide financial advice
Data feeds Analyser Manage products and accounts
Transition to Retirement (TTR) simulator Strategy Provide financial advice
Best Practice SoA Dice/DocDesigner Provide financial advice
Background batch processing Dice Reporting
Server-based filing solution Dice Manage your business
Task management Dice Reporting
Term deposit reports Dice Reporting
Spelling suggestions in spell check Quick Plan/Dice Help and support
Operational performance N/A Manage your business
Security improvements N/A Manage your business
Macquarie Adviser Services 12
Further support
Please refer to the COIN Office 3.7 Technical Notes for full details on
If you have any questions about COIN Office 3.7, please contact your Training and Relationship Manager.
If you require technical support, please contact the Support Team on 1300 783 603 or email [email protected]
* COIN’s out of the box ‘Best Practice’ Statement of Advice and other SOA templates are solely provided as part of the supply of the COIN Office software and do not constitute financial or other advice. COIN has used reasonable efforts to prepare these templates in accordance with relevant Australian Securities & Investments Commission guidelines. However, advisers are solely responsible to determine the suitability and accuracy of all aspects of these templates prior to any use, in the context of their applicable Australian Financial Services Licence conditions and statutory obligations. COIN excludes all liability for any adviser’s use of, or reliance, on any of these templates.