The Ticoon Solution
The Ticoon Wealth Management Solution is a cloud-based platform that enables financial advisors, investment firms, insurance companies, banks and credit unions to create a consolidated view of their client across multiple businesses and product lines.
Ticoon combines data consolidation, Advisor Desktops and Consumer Portals, business intelligence tools, customized business processing and third party application integration to maximize the revenue potential of your client relationships.
Ticoon to Attend LIMRA 2013 Distribution Conference
February 20th-22nd, Ticoon will be attending the LIMRA 2013 Distribution Conference in Orlando, Florida More
Credential Financial adds CUMIS In-force Insurance data feed
The Credential Wealth Desktop, a state-of-the-art wealth management platform for its Advisors, enables Credit Union advisors to create a 360-degree view of their client that includes investment… More
Fit Private Investment Counsel Inc. introduces the Ticoon wealth management platform
Powered by Ticoon Technology’s new cloud based offering, provides Fit PIC clients with a leading portal to access information related to their investments as well as… More