Ticoon Technology Inc

Version 4.10 Features Include

• eDelivery is an enhancement that enables financial advisors to electronically deliver client statements via their Consumer Portal.

Version 4.9 Features Included

• Contact Profile Enhancements
• Contact Quick Add Enhancements
• Secure Client Messaging Enhancements

Version 4.8 Features Included

• Secure Client Messaging
• Task & activity management
• Advanced Search
• Management reporting
• Sales pipeline reporting
• Document distribution
• Marketing Campaign creation and distribution

Version 4.7 Features Included

• Advanced Search Enhancements
• Document Distribution Enhancements
• Secure Messaging Enhancements
• Sales Manger Desktop

Version 4.6 new features include:

• Ticoon Investor Portal new look & feel.
• New Product Selection Module
• Sales Referral Enhancements
• New Consolidated Investment Report
• Task & Activity Management Enhancements

Credential Financial partners with Ticoon to deliver holistic wealth management to the credit union market, all through Ticoon Wealth Management SaaS offering.

Version 4.5 new features include:

• Client Service Center
• Client Road Map
• Advisor Business network (sales referral)
• IPS Engine
• Document Template Engine
• Configurable Workflow Engine
• Organization Maintenance Module (with financial profile)

Ticoon and Manulife go live bringing together 17 data source systems to create a single view of the consumer for Manulife advisors.

Ticoon advisor desktop and investor portal are again enhanced with additional features.

Ticoon partners with Manulife Financial to build a wealth management ASP offering to service the entire marketplace.

Ticoon works with Manulife to consolidate all securities, funds, banking, annuities, living benefits and other systems to create a consolidated view of the client across the entire firm

Ticoon deploys version 4 of its advisor desktop and investor portal solutions.

Ticoon builds a dealer desktop to complement the advisor desktop and investor portal.

Ticoon aggregates securities, funds, banking and life insurance data to create a consolidated view of the client across the entire financial enterprise.

Ticoon partners with several of Canada’s most innovative mutual fund dealers and securities firms.

Ticoon creates an advisor desktop that consolidates mutual fund and life insurance data for mutual fund dealers.

Ticoon investor portal works with the advisor desktop to enable advisors to collaborate online with their clients.

Ticoon partners with one of Canada’s big 5 banks to build a consumer finance portal.

Ticoon consolidates banking and investment data to create a consolidated client view.

Self-serve tools (life goal planners) help bank clients match their needs and goals with specific bank products and services.