Ticoon Technology Inc

At Manulife, Ticoon supports thousands of advisors across Manulife’s mutual fund dealer, brokerage firm and independent advisor channel with a holistic client management solution. Ticoon consolidates data and information from multiple back office solutions and creates a single consolidated client view and consolidated reporting that includes all securities, mutual funds, life insurance and banking products and services.

Credential Financial provides wealth management solutions to roughly 2,000 credit union branches across Canada. Ticoon is the wealth management platform that supports credit unions to deliver wealth management to their members.

Cumberland is an asset management firm focused on the high net worth investor. Ticoon provide Cumberland with a client management solution.

A national wealth management firm that uses Ticoon as a wealth manager platform and workflow solution to assist advisors to uncover client needs across a broad range of financial services.

MGI is a mutual fund dealer with branches and advisors across Canada. Ticoon provides MGI with an advisor desktop and client management solution for MGI advisors.

Industrial Alliance Advisory Services is a division of Industrial Alliance that supports thousands of advisors across the country. Ticoon provides IA with a consolidated view of their client and workflow automation to assist advisors to deliver the highest level of customer service.

RGF is a boutique advisory firm focused on delivering high end financial planning services to the high net worth investor. Ticoon provides RGF with a consolidated view of the client and consolidated reporting across multiple investment, life insurance and banking solution providers and partners.

Macquarie is a global provider of banking, financial, advisory, investment and funds management services. Macquarie leverages Ticoon for consumer access and document distribution as well as an advisor desktop solution.