November 2010

Ticoon’s Product Matching solution helps align investor needs and risk tolerance with appropriate investments

Ticoon’s product matching solution enables financial institutions, insurance companies, credit unions, dealers and MGAs to better manage their product shelf and to ensure they control the products and services their distributors are selling.

  • Ticoon’s product master enables financial institutions, insurance companies, credit unions, dealers, firms and advisors to create a product shelf aligned with registration and licensing
  • Product information, research and investor suitability criteria is tracked and maintained
  • Pre-determined portfolios, product lists and product universes are created for specific markets and audiences
  • Investors profile’s, risk tolerance and objectives are matched to appropriate investments and products saving time and effort while ensuring suitability

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

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