Technology to Empower Advisors, Agents & Their Clients
Have total Client Insight
Ticoon makes it easy to create a consolidated view of your client and their household so that you can easily identify client needs and better ways to service them
Build yOUR clIENT RELATIONSHIP
Meet your clients online to communicate with them using a secure online channel and be able to share documents in a protected environment.
Focus on YOUR advice delivery
Using our cloud-based platform leverage Ticoon’s data analytics and powerful features to focus on your clients and business.