Advisors and Administrators
A single client management system & technology platform that incorporates all contact and activity management, financial and insurance data management, workflow and consolidated reporting for all business and product lines.
To see a demonstration of how the Ticoon Solution works for Advisors and Administrators, please see our video screencasts.
Client Manager
A wealth manager desktop that consolidates investments, life insurance and banking data and information from multiple on-book and off-book sources along with client contact information as well as goals and needs to create a holistic view of each consumer household. Find out more…
Investor Portal
Consumer access enables the advisor to connect with their clients to share documents, communicate in a secure environment and manage information for all investment, insurance and banking solutions. Provide your clients with a single report summarizing all investments, life insurance and banking products purchased through your businesses. Find out more…
Workflow Automation & Business Process Integration
Integration with multiple third party applications and solutions (i.e. financial planning software), mail merge, lists as well as search & segmentation. Client segmentation, advanced search and consolidated reporting that includes all investments, life insurance, banking and other un-official products. Find out more…
Data Consolidation & Management
A single data repository that houses all investment, life insurance, living benefits, banking and other information for all clients. Ticoon supports multiple electronic data feeds as well as manual data entry. Find out more…
Document Distribution
Distribute documents electronically and collaborate online with clients. Communicate with your clients through a secure e-channel with a full audit of all client communications. Find out more…
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