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Investor Portal

Ticoon creates a single client experience across all business and product lines helping to reduce service costs while delivering a great client experience.

Investor Portal features include:

• Consolidated view of the all official and unofficial data:
  • Investments
  • Life Insurance
  • Banking
• Other
• Advisor Reporting
• Self-serve Reporting
• Document Management
• Secure Messaging
• ‘Hide Accounts’
• Portal framework supports firms driven content

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Ticoon Technology Inc

Contact Ticoon:

• 56 The Esplanade Ste. 404
• Toronto, ON, M5E 1A7
• Phone: +1 (416) 513-9524
• Email: infoticooncom

Frequently Asked Questions:

1. Our firm views technology as a competitive advantage – why?
2. Explain benefits of outsourcing to Ticoon rather than building in-house
3. Should advisors be concerned that their dealer has access to information about clients, after all the client relationships belong to the advisor?
4. Why do we need a wealth management or front office solution – our users have access to a great back office and have the flexibility to choose their own desktop tools?
5. Can I leverage my back office to create a data marketplace for all data and information?
6. What is the role of the back office?
7. Can we leverage our own corporate database?
8. How does Ticoon compare to traditional CRM solutions?
9. Why would a financial institution outsource such a critical component of the business?
10. Ticoon talks a lot about the ongoing Challenges with distribution – explain.