Ticoon for Financial Advisors & Insurance Agents

Totally Know Your Customer

A unified view of your client’s financial goals, products and data enables you to provide better advice while increasing revenue.

Be Secure and Compliant

Share information and communicate with clients, while protecting their security and ensuring your compliance.


One Convenient Portal

Engage clients with a single online portal where they can access their data, get support and advice, and shop for self-serve products and services. 


Is Your Technology Preparing You To Meet The New Compliance Rules?