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Ticoon
Enterprise Wealth Manager
Enterprise Wealth Manager is Ticoon's solution for enterprises. With modular components that can be combined to create customized solutions, Enterprise Wealth Manager gives banks, insurance companies and other large financial services organizations a distinct competitive advantage.
Not only does it let them provide their advisor network with a powerful, secure platform, it also gives them the tools and information they need to analyze those networks' performance and evaluate other metrics that can help them manage their businesses more effectively and profitably.
Ticoon's Enterprise Wealth Manager is the leading wealth management platform in the financial services industry for firms that have or plan to merge business and product lines in an effort to cross-sell products and services and maximize the value of each client relationaship.
Ticoon Enterprise Wealth 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.
- Corporate Dashboard presents a top down view to corporate management of all business, product and distribution lines.
- Referral Advisor Gateway provides view-only access to your Advisor’s Referral Network.
- System Admin Console that 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 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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