Ticoon has taken another step toward helping independent financial advisors get a complete view of their clients’ financial holdings.
Through a data feed integration with FundSERV, advisors using the TicoonSales platform can now see all of their Segregated Fund (Seg Fund) investment accounts placed with any carrier.
“By assembling investment, in-force insurance and banking data, advisors can now get a total 360 degree view of their clients,” says Rick Hyde, CEO of Ticoon.
TicoonSales is available through dealers and MGAs, fund companies and life insurance carriers, as well as independent advisors.
To learn more about the Ticoon platform, contact Ticoon (firstname.lastname@example.org or 416.513.9524).
Or sign up for a free trial of TicoonSales today.