COIN Studio provides advisers with mobile access to manage and access their client's portfolio on the run.
COIN Studio is fully integrated with COIN Software, and provides the Financial Planners with real-time access to their client's key personal and portfolio information anywhere and at anytime.
COIN Studio has the following features:
- Update 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 Studio you will need COIN version 4.2 and your COIN vendor code.