Family Office

Family Office is an option for financial institutions that lets them cater to the unique needs of high-net-worth individuals. Specifically, it allows them to offer a secure financial portal directly to their clients. This comprehensive platform empowers both their own organizations to better serve affluent individuals and the individual themselves—especially those who want to take a more active role in managing their financial affairs.

This solution is primarily targeted at niche players such as private banks, discretionary money managers, investment counselors, software/financial service providers and financial portals.

Ticoon Family Office solution includes:

• Investor Gateway provides a single client experience and interfaces with multiple custodians and solution providers.
• Referral Advisor Gateway provides view-only access to your Advisor’s Referral Network.
  
• Corporate Dashboard presents a top down view to corporate management of all business, product and distribution lines.
• 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:

• Ticoon2Go enables access on mobile devices.
• Ticoon Goal Planning enables advisors and investors to engage in life goal planning.
• Ticoon D/X Document Exchange is secure, compliant document delivery and storage system.
• Ticoon WatchDog allows users to set and receive alerts related to most data items stored in the Ticoon Data-Mart.

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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