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Ticoon
Ticoon Goal Planning
Ticoon Goal Planning is a life goal planning and budgeting solution that is integrated with the Ticoon platform and its data. By pre-populating with data already held in the Ticoon Data-mart, it simplifies the process of completing the life goal plan for investors. With easy-to-use wizards, the investor is guided through the process of gathering remaining information to complete the plan.
Once the plan is complete, the tool has easy-to-interpret progress bars to track and monitor goals and personalized to-do lists to engage the investor with the steps required to keep their plan on target.
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