56 The Esplanade Ste. 404, Toronto, ON, M5E 1A7, Canada
Ticoon has been operating in the financial services and life insurance technology industries since 1996
Ticoon has almost 20 years of experience designing front office systems for many of Canada’s largest financial institutions and life insurance carriers.
In 2007 Ticoon partnered with several of Canada’s most innovative financial institutions to create a cloud-based wealth management platform to support both captive and independent advisor networks.
The platform is designed to consolidates client investment, life insurance and banking data into a single cloud-based platform. Data is accessed through a sophisticated data access model and available to users through configurable web portals (similar to Facebook). The platform supports multiple advisor networks and distribution businesses.
Ticoon provides you with the tools to identify new sales opportunities and engage your clients to grow your business. Increase sales with targeted marketing programs and multiple communication methods. 360 degree view of your client including all investment, life insurance and banking products. Engage your clients online through an integrated consumer portal called TicoonTouch. Position......
Consumers can invite their financial partners to see portions of their holdings to support their needs or communicate with multiple financial partners through a secure online channel. A personal portal that enables you to organize and manage all of your financial & insurance information and documents. Net worth tracking that includes all......