Macquarie Adviser Services - COINage September 2011


	September 2011

Welcome to COINage

This edition of COINage explores ways to improve practice efficiency:

		find out more about COIN Business Intelligence
		how QuickPlan can streamline your advice process
		learn more about our new reporting functionality

We also invite you to join us at a COIN User Forum in September to have your say and learn more about COIN Office.

Introducing

COIN Business Intelligence

Do you know your business inside out? Are you confident you have the information you need to help you develop your business’ strengths and minimise or eliminate its weaknesses?

The recently launched COIN Business Intelligence provides immediate access to the metrics that matter – so you can assess exactly what makes your business tick. Find out more

Have your say

COIN User Forums are your opportunity to meet our product development team and provide feedback on COIN Office. Register now for the September sessions.
More details

Focus on Reporting

New reporting functionality in COIN Office

Learn more about our new data extraction and analytics tool. Find out more

COIN news

COIN Hosting

There are no scheduled outages for hosted clients in September.

Interested in our hosted service? Find out more about COIN Hosting

Training focus

SoAs for simple advice made easy

Could you be spending too much time preparing comprehensive statements of advice (SoA) for simple advice scenarios? Find out how the QuickPlan module could help you work more efficiently

Data feed updates

Inc update

There are six updates for Compare:Insurance (Inc) in August. To find out more and how Inc updates are put together each month read more.

Data feeds in production

Data feed round up for August

New BlackRock data feed

COIN and BlackRock are pleased to announce that BlackRocks’ managed fund investments are now available to hosted clients for download. Find out more

COINage

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COIN Support

For technical assistance:

>	Call 1300 783 603
>	Email Support Team

More from Macquarie

>	Discover Oxygen the monthly email update from Macquarie Adviser Services
>	macquarie.com.au/adviser

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.

This information is intended only for licensed users of COIN's software. Information contained in this e-mail is confidential and protected under Copyright laws. If you are not the intended recipient of this e-mail, you may not disclose or use the information contained in any way.

Macquarie Adviser Services is a division of the Banking and Financial Services Group within the Macquarie Group. Its products and services are issued through a number of Macquarie Group companies, including Macquarie Bank Limited, Macquarie Investment Management Limited, Macquarie Life Limited, Macquarie Financial Services Holdings Pty Limited, Coin Software Pty Ltd and Outplan Pty Ltd. Other than Macquarie Bank Limited ABN 46 008 583 542, any Macquarie Group entity or Macquarie managed fund referred to in COINage or Oxygen is not an authorised deposit-taking institution for the purposes of the Banking Act 1959 (Commonwealth of Australia). That entity's obligations do not represent deposits or other liabilities of Macquarie Bank Limited. Macquarie Bank Limited does not guarantee or otherwise provide assurance in respect of the obligations of that entity, unless noted otherwise.