June 2010

Ticoon’s state-of-the-art, cloud based, Advisor Desktop is now available.  The new SaaS based wealth management platform offers total financial, insurance and wealth management for financial institutions and their advisors

The solution enables advisors to discontinue use of most other desktop solutions as they can rely on Ticoon for a single client management platform:

  • Contact & CRM
  • Sales & Marketing
  • Financial & Insurance Management
  • Business Intelligence & Reporting
  • Communication
  • Document Repository & Distribution

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

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