Advisor Desktop
Ticoon enables advisors with total client automation, creating more time for client interactions. Ticoon helps to identify & execute on sales & service opportunities and to maximize the potential value of each client relationship.
Advisor Desktop features include:
- Consolidated view of the clients official and unofficial:
- Investments
- Life Insurance
- Banking – Other
- Client Service Center including a client road map
- Business Network to support referral arrangements
- Sales & Marketing Programs
- Forms (pre-populated with client and financial or insurance data)
- Document Distribution & Storage
- Contact Management including task, activities & calendars
- Search & Segmentation
- Consolidated Reporting
- Investment Policy Statement
- Product selection
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