Product Components
A single solution that supports the distribution of data & documents to multiple dealers, advisors and consumers.
For more than 15 years Ticoon has worked with leading Canadian financial institutions to deliver holistic wealth management solutions. Ticoon’s new ‘software-as-as-service’ platform delivers wealth management to financial institutions with zero infrastructure, zero business interruption and zero headaches
Data Consolidation & Management
Leverage Ticoon’s experience with dozens of successful financial & insurance data integration projects to it’s credit. Ticoon specializes in consolidating data and information from multiple in-house and third party investment, insurance and banking systems. Ticoon’s patent pending user access model ensures all regulatory, privacy and user license issues are addressed. Find out more…
Advisor Desktop
Empower advisors with total client automation, creating more time for client interactions. Help advisors identify & execute on sales & service opportunities, help to maximize the potential of each client relationship while delivering the absolute highest level of customer satisfaction. Find out more…
Investor Portal
Empower consumers with knowledge and information while reducing servicing costs. Support multiple consumer behavior, from full-service to self-service consumer segments with a single solution. Find out more…
Sales & Marketing Solutions
Identify client needs and target the right customer precisely when they are most receptive. Create custom sales & marketing solutions leveraging Ticoon’s infrastructure, data repository and configurable workflow capabilities. Find out more…
Business Intelligence Reporting
Current, accurate and complete data empowers financial institutions and advisors with critical information to support marketing , service and strategic decision making. Find out more…
Workflow Automation & Business Process Integration
Reduce compliance risk, reduce error rates, improve processing times and create lower cost sales & service models by automating sales and new business processes Find out more…
Document Distribution
Distribute statements, reports, forms and marketing materials through this low cost e-channel. Find out more…
Ticoon Business Network
Users can create a network of contacts and share information, documents or send secure messages. Users may refer business to other users and track status of those referrals. Find out more…
Document & Form Templates
Users can create a network of contacts and share information, documents or send secure messages. Users may refer business to other users and track status of those referrals. Find out more…
Investment Policy Statement
Users can create a network of contacts and share information, documents or send secure messages. Users may refer business to other users and track status of those referrals. Find out more…
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