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Coin Rapid

  • Business
  • Productivity
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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.