Ticoon Technology Inc.

Investment Executive
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A former vice-president at the Investment Planning Counsel of Canada (IPC) has joined the executive team at financial services software firm Ticoon Technology Inc., the company announced Friday.

Heather Engler-Howard has been appointed to the newly-created position of vice president, professional services, at Toronto-based Ticoon, effective immediately.

Heather Engler-Howard joins as VP, Professional Services

Toronto, ON – Rick Hyde, chief executive officer of Ticoon Technology Inc., today announced the appointment of Heather Engler-Howard to the position of Vice President, Professional Services, effective immediately.

Globe Investor
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Industry executive Doce Tomic appointed president of Ticoon Technology
TORONTO - Rick Hyde, CEO of Ticoon Technology Inc., a leader in enterprise front office software in the financial services sector, announced the appointment of executive Doce Tomic to the position of president, effective April 8, 2008.

Tomic is formerly of Wellington West Capital where he served as both the company’s chief operating officer and president of its Wellington West Asset Management division. While there, Tomic implemented a strategy focused on family wealth management that saw assets grow from $5 billion to $9.7 billion.

Investment Executive
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Former Wellington West executive to oversee expanding software firm
Ticoon Technology Inc., a Toronto-based developer of enterprise front office software for the financial services sector, today announced the appointment of Doce Tomic to the position of president, effective April 8.

Tomic is formerly of Wellington West Capital where he served as both the company’s chief operating officer and president of its Wellington West Asset Management division. While there, Tomic implemented a strategy focused on family wealth management that saw assets grow from $5 billion to $9.7 billion.

Exchange Morning Post
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Doce Tomic joins as President of Ticoon Technology Inc.

Toronto, ON – Rick Hyde, CEO of Ticoon Technology Inc., a leader in enterprise front office software in the financial services sector, today announced the appointment of executive Doce Tomic to the position of president, effective April 8, 2008.

Doce Tomic is formerly of Wellington West Capital where he served as both the company’s chief operating officer and president of its Wellington West Asset Management division. While there, he defined and implemented the strategy that transformed the company from a traditional brokerage firm to a leader in family wealth management and saw assets grow from $5 billion to $9.7 billion. He also implemented the Ticoon platform to create a single advisor platform and client experience that supported Wellington’s wealth management vision.

Alies Maybee joins as V.P, Product

Alies has over 10 years technology experience in product management and project implementation for leading CRM vendors specializing in financial services such as Janna Systems, Siebel Systems as well as other more broadly based CRM and ERM technology firms. .

Investment Executive
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Rice Financial Launches Ticoon Advisor Platform
Ticoon is hosting the client management application on a software-as-a-service basis for Rice Financial, the company said in a release.

Advisors for Rice Financial are now benefiting from a sophisticated front office suite. In the near future, Rice will be rolling out Ticoon’s investor portal to provide enhanced service to clients.

Rice Financial
launches Ticoon Front-office solution & Investor portal.

Toronto, ON –Ticoon Technology Inc. today announced that it has successfully launched its desktop solution for Rice Financial Group Inc. as part of a multi-year agreement.

Investment Executive
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Manulife Inks Software Deal with Ticoon
Manulife Financial has signed a multi-year deal with Ticoon Technology Inc. to use its advisor and investor solutions software, it announced today.

The Ticoon system can integrate investment, insurance and banking data from all sources and present it in customized views for users, according to the company. It lets users across the value chain consolidate, view and configure data from multiple, disparate sources within a single, secure, compliant platform, it added...

I.T World Canada Article

Manulife Offers SaaS-based Application to Financial Execs
The Toronto financial services company has signed on with Ticoon Technology Inc. to migrate away from its current desktop application while bringing CRM-like functionality to client management...

Manulife Financial partners with Ticoon Technology Inc. For next generation Client Manager Suite for Financial Advisors

Toronto, ON –Ticoon Technology Inc. announced that it has signed a multi-year contract to provide its advisor and investor solutions to Manulife Financial, one of Canada’s leading financial services groups.

“This was a major decision for Manulife and we undertook extensive research to find a partner that had the right solution. We felt that Ticoon had the most comprehensive financial management suite, and best understood both the investment and insurance industries. They were the clear choice for Manulife,” said Andy White, AVP, distribution systems.

Ticoon is a unique financial advisor solution that can integrate investment, insurance and banking data from virtually every source and present it comprehensively in customized views for users. It lets users across the value chain consolidate, view and configure data from multiple, disparate sources within a single, secure, compliant platform.

Carol Babcock joins as Director, Client and Support Services

Toronto, ON – Rick Hyde, president and chief executive officer of Ticoon Technology Inc., today appointed Carol Babcock to the position of director, client and support services.

“Carol has an important role within our company – providing leadership and direction to the client services, training and support services teams at Ticoon. With her years of experience and intuitive understanding of the wealth-management industry, our clients will receive best-practice support from our team”, said Hyde.

Derek Schenk joins as VP, Technology Services

Toronto, ON – Rick Hyde, president and chief executive officer of Ticoon Technology Inc., today appointed Derek Schenk to the position of vice president, technology services.

According to Hyde, “Ticoon’s solution gives financial institutions a powerful, flexible, customizable platform that is significantly ahead of any other solution in the marketplace. Derek’s unique experience in developing back-office solutions and keen understanding of the wealth management industry makes him the right person to lead our technology team.”

Björn Pabst joins as VP, Finance

Toronto, ON – Rick Hyde, president and chief executive officer of Ticoon Technology Inc., today appointed Björn Pabst to the position of vice president, finance.

“Björn brings considerable strength to our management team,” according to Hyde. “With Ticoon’s aggressive growth projections, his extensive experience -- and leadership -- in the areas of finance, administration, IT, HR and operations will prove invaluable.”

Andrew Lane joins as VP, Sales

Toronto, ON – Rick Hyde, president and chief executive officer of Ticoon Technology Inc., today appointed Andrew Lane to the position of Vice President, sales.

"Ticoon’s web-based solution is unique in the wealth management sector. Having both web and wealth-management sector expertise makes Andrew an excellent resource for our clients in helping them understand the exceptional benefits of our product”, said Rick Hyde.

Ticoon releases version 3.7

Ticoon Version 3.7 delivers substantial new functionality to our Advisor Dashboard:

Contact Management Export
Custom Fields Enhancements
Client Profile Enhancements
Contact Relationships and Referrals
Support For Multiple Delivery Options
Enhanced Secure Messaging
Alerts

Current Ticoon clients have started rolling this new version out to their users.

Ticoon has launched its new website to reflect our new corporate brand and market positioning.

Give us your feedback on how you like the site!
www.ticoon.com

New Product Names, New Brand image!

Ticoon is launching a new corporate brand in addition to realigning our product set to better identify with the markets we serve:

Enterprise Wealth Manager
Account Manager
Family Office
Product Manager

By bundling our products to reflect how our markets use our software will increase our effectiveness in communicating with prospects who will easily recognize their business fit within our solutions.

Ticoon Enterprise Wealth Management is now available on your choice of mobile devices, such as the Blackberry. Advisors, Corporate management and Investors now enjoy access to their time-sensitive data where and when they need it.

Ticoon introduces Document Distribution

Ticoon is introducing Ticoon D/X, our secure and compliant document exchange between advisors, investors and corporate users. Each user has a private D/X to store and share documents with other Ticoon users. Ticoon D/X reduces investor communication costs by delivering statements, trade confirms and portfolio reports electronically.

Cumberland goes Live!

Ticoon is announcing that Cumberland Private Wealth Management, located in Toronto and providers of professional portfolio management, have recently introduced the Ticoon platform to its advisors and clients.

Ticoon introduces Family Office Solution to Marketplace

Ticoon's Family Office is a direct-to-consumer solution with access for multiple financial, personal and professional service providers to serve the unique financial needs and life style of high net worth individuals. Leveraging our experience with these investors, this solution is targeted for deployment with Private Banks and Investor Portals.

Partnering with TooGood Financial

Ticoon has partnered with TooGood Financial Systems to deliver performance, rate of return and tax reporting to Ticoon customers.

Pricing and performance data is seamlessly delivered within the Ticoon solution enabling Advisors to improve service and communication to their clients.

Blackmont/Ticoon deployed on ADP Dataphile

Blackmont Capital, today, launched Envoy, their accounts online solution, for their individual Private Clients. Blackmont leveraged their ADP Dataphile back office data to integrate Ticoon as the Investor access solution. To compliment Envoy, advisors now log into Ticoon’s Advisor Dashboard to manage their clients. ADP has over 40 customers in Canada that can benefit from the integration work Ticoon has done.

Rogers Group signs Agreement

Rogers Group Financial, based in Vancouver, signed an agreement today to license and deploy Ticoon’s Enterprise Wealth Management solution.

Ticoon introduces 2-way Outlook Integration

Building upon our Secure Messaging announcement earlier this year, Ticoon is announcing our two-way synchronization with Outlook. It will update addresses, tasks and events from and to each system eliminating any data entry duplication.

Ticoon has partnered with PlanPlus to deliver financial planning to Ticoon customers.
Ticoon pre-populates customer data in PlanPlus Web Advisor software to reduce time and potential keying errors. Once the plan is complete, it is stored within Ticoon D/X (Document Exchange).

Anthony Stockley joins as Chief Operating Officer

Anthony Stockley joined Ticoon as Chief Operating Officer after 20 years in the financial services marketplace. Over the last five years as President and COO of Worldsource Financial, Anthony played an instrumental role in growing the Mutual Fund Dealer from $2Billion to $4Billion in assets.

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Partnering with ScanTech

In partnership with ScanTech Imaging Corp, Ticoon uploads client data to over 1000 industry standard electronic forms .

This integrated solution reduces errors in completing forms leading to reduced turn around times and eliminating pre-printed form costs.

Ticoon introduces Secure Messaging

Ticoon is introducing a secure and compliant way for Advisors, Corporate users and Investors to communicate electronically. Unlike e-mail, communications are completely protected within our secure environment; users can send confidential email, reports and other sensitive communications to individual or groups of clients.

Cannex is the provider of price feeds for off-book data into the Ticoon solution:

Daily Mutual Fund Prices and Performance Investment Fund Codes
Month end Fund Prices and Performance
Fund History
Fixed Rate Products
Daily Stock Prices

Off-book positions within Ticoon are updated with Cannex pricing data nightly.

Ticoon Board of Advisors