The Ticoon solution lets different types of users access information according to their particular roles in the financial services value chain.

For example, financial institutions appreciate that Ticoon gives them:

• A top-down view of the entire enterprise so that they can perform business intelligence activities faster and more effectively, and better align service levels between advisors and clients.

• The ability to monitor advisor activities and communications as well as entire histories of all advisor-client relationships to help ensure compliance with current and future regulations.

• The ability to create model portfolios for affiliated advisors and their clients.

• The ability to communicate securely with other users, including superiors, colleagues, advisors and clients.

• Easy-to-produce, fully auditable histories of all communications and activities to protect firms and their advisors.

• User-configurable personalization options, including the appearance desktops and icons.

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