Company Overview

Ticoon is a privately held Canadian company focused exclusively on the global financial services marketplace. Ticoon’s platform is designed to help financial institutions execute their wealth management strategy by aligning multiple business and product lines to create a single client experience, a single platform for advisors & agents and one enterprise product & services marketplace for dealers & manufacturers. Ticoon has been in business since 1996 and works with many of the worlds leading financial institutions.

Ticoon’s platform is designed to deliver value across the entire enterprise: 

• Data aggregation across multiple business and products lines including banking information, mutual funds, securities, life insurance, property and casualty insurance, specialty products and others information into one consolidated datamart.
  
  
• Creation of a Single Client View supporting the demands of the Investor.
   
• Creation of one integrated advisor platform empowering the Advisor along with their professional and administrative support staff  to provide the highest level of service.
  
  
• A secure user network where investors, advisors along with their professional and administrative support staff can collaborate and share information and documentation in a secure and compliant environment. 
  
  
• Innovative Product Marketplace that enables financial institutions to modernize their distribution processes to meet the demands of the Investor.
  
  
• Value crystallization across the enterprise to support advisor transition and evolution of the financial services marketplace.
  

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