56 The Esplanade Ste. 404, Toronto, ON, M5E 1A7, Canada
The Ticoon Wealth Management Solution is a cloud-based platform that enables financial advisors, investment firms, insurance companies, banks and credit unions to create a consolidated view of their client across multiple businesses and product lines.
Ticoon combines data consolidation, advisor desktops and consumer portals, business intelligence tools, customized business processing and third party application integration to maximize the revenue potential of your client relationships. Ticoon has been delivering financial and insurance technology solutions to the Canadian marketplace for almost 20 years.
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 you as your clients primary source of financial information. Keep up with compliance. Communicate in a secure manner and to ensure that you......