Among Ticoon's built-in features and tools for financial advisors are:

• An automated sales audit tool that lets users better analyze and understand the profitability and potential of every client relationship they have so that they can maximize revenues.

• Single sign-on access to all financial tools, modules, applications, research and third-party content.

• Flexible components that work the way users work, whether that means viewing broadly defined households, segmenting clients into groups based on practically any criteria (e.g., wealth, age or geography) or creating branded portals for their clients' use.

• Powerful search and segmentation tools that quickly identify and store individuals or groups with whom users wish to communicate or whose data and purchase patterns they want to analyze.

• A complete set of sales force automation tools, including features that let users easily develop campaigns to drive corporate sales.

• An intuitive, easy-to-use mail merge tool that lets users create customized communications for individuals or groups for marketing or other purposes.

• Workgroup functionality that lets best-of-breed financial professional work in teams to serve the disparate needs of a single client while ensuring that the advisor who owns the relationship and remains the single point of contact.

• Secure automated messaging and document distribution that generate automated audit trails and help ensure compliance.

• Full mobile access so that users can access any Ticoon data or functionality using their cell phones or BlackBerrys.

• A selection tool that matches all approved products with output from the software's automated investment policy statement engine.

• A robust reporting engine that lets users customize and design reports any way they like, and even brand reports using their own corporate identity standards.

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