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.


 
E-Delivery

E-Delivery

The Ticoon Solution may be leveraged by multiple users to distribute documents between various parties

Consumer Portal

Consumer Portal

Ticoon creates a single client experience across all business and product lines, helping to deliver a great client experience

Community

Community

Community promotes fast user adoption and familiarization, so you can make the most of Ticoon

The Cloud

The Cloud

Absolutely no additional infrastructure is required to support the Ticoon Solution.

Business Intelligence

Business Intelligence

Business Intelligence tools assist to identify sales & service opportunities

Third Party Application Integration

Third Party Application Integration

Integration with 3rd party applications empowers advisors with a best of breed, fully integrated wealth desktop

Advisor Desktop

Advisor Desktop

Ticoon enables advisors with total client automation, creating more time for client interactions

Data Consolidation

Data Consolidation

Ticoon migrates client data from multiple in-house & 3rd party legacy systems to the cloud

Business Process Integration

Business Process Integration

Business process integration enables straight through processing across multiple business and product lines

 
INDEPENDENT ADVISORS Ticoon provides a single wealth desktop with a consolidated view of your clients and their household across multiple investment, insurance and banking systems.
CONSUMERS Create a consolidated view of all your investments, insurance and banking products across multiple financial & banking institutions and life carriers.


CREDIT UNIONS Create a 360° view of your member and service all investments, insurance and banking needs with Ticoon’s Advisor Desktop.
INVESTMENT DEALERS Create a consolidated view of your client across multiple asset managers, fund companies, custodians and third party product partners.
INSURANCE MGAs Create a consolidated view of your entire business, all business and product lines, across multiple life insurance carriers.
BANKS & INSURANCE COMPANIES Create a consolidated view of your client across multiple investment, insurance and banking legacy systems.


Recent Events

Ticoon Announces Advisor Desktop V5.3 and updates to the Consumer Portal
Summer 2013. Ticoon has released Version 5.3, its second update this year. Version 5.3 includes new features, tool enhancements as well as the addition of two new data feeds. More

Ticoon Attending Neocog Illustrate 2013 Conference in Kelowna, BC
April 2013. Ticoon is pleased to announce they will be attending the Neocog Technologies Inc. annual client conference, Illuminate 2013, in Kelowna, British Columbia. More

Ticoon to Attend LIMRA 2013 Distribution Conference
February 2013. Ticoon will be attending the LIMRA 2013 Distribution Conference in Orlando, Florida More


UA-20676493-1