Account Manager

Account Manager is Ticoon's solution for small- to midsized firms. This flexible, modular solution is ideal for asset managers, investment managers, brokerage firms, mutual fund dealers and MGAs whose business model is based on a single product line.

Ticoon Account Manager includes:

• Advisor Dashboard presents a holistic view of each client’s wealth and financial needs.
• Investor Gateway provides a single client experience and interface with all business and product lines from one integrated source.
• System Admin Console enables your IT team to configure and manage your Ticoon Platform.
  

Ticoon Product Add-On’s
To support various business models, the Ticoon Product Add-on’s offer additional flexibility in working with your Ticoon platform:

• Ticoon Touchpoint manages the process of building, executing and tracking sales campaigns.
• Ticoon D/X Document Exchange is secure, compliant document delivery and storage system.
• Ticoon2Go enables access on mobile devices.
• Ticoon Goal Planning enables advisors and investors to engage in life goal planning.
• Ticoon Report Builder enables clients to define and build custom reporting.

Ticoon Connectors
At Ticoon, we integrate to leading industry applications to extend the power of your Ticoon platform.  Today, leveraging web services, we offer the following Connectors:

• Mid/Back Office
• Market Data
• Performance Management
• Account Aggregation
• Forms Management
• Portfolio Management
• Email Sync (Outlook)

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