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
The Ticoon Solution may be leveraged by multiple users to distribute documents between various parties
Consumer Portal
Ticoon creates a single client experience across all business and product lines, helping to deliver a great client experience
Community
Community promotes fast user adoption and familiarization, so you can make the most of Ticoon
Third Party Application Integration
Integration with 3rd party applications empowers advisors with a best of breed, fully integrated wealth desktop
Advisor Desktop
Ticoon enables advisors with total client automation, creating more time for client interactions
Data Consolidation
Ticoon migrates client data from multiple in-house & 3rd party legacy systems to the cloudBusiness 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 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