November 2011

Rogers Group Financial (“RGF”) goes live with Ticoon wealth management as-a-service

RGF, a boutique wealth management firm catering to high net worth investors has launched Ticoon’s Wealth Management solution for it’s financial advisors and investors. RGF has partnerships with multiple financial institutions, insurance companies, banks and leverages Ticoon to create a consolidated financial view of their client’s portfolio. Ticoon’s advisor desktop provides RGF advisors with client management and consolidated reporting, while the investor portal provides clients with online access to information and documents as well as the ability to communicate with their advisor via secure messaging.

To learn more: contact us at infoatticoondotcom or request a demo.

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