Data Consolidation

A comprehensive view of your client makes you a better advisor

A comprehensive view of your client makes you a better advisor

Your clients have dynamic lives and ever-changing needs.  In a competitive industry, it’s critical to demonstrate that you’re capable of keeping up with all aspects of your clients’ lives, and their evolving financial circumstances. 

17 Compliance and Security Problems that Ticoon Solves

17 Compliance and Security Problems that Ticoon Solves

Canada is well known around the world for its strong and highly regulated financial services industry. However, this reputation comes with numerous challenges and costs, as increasing regulatory oversight and compliance requirements have become more complex and multi-layered. As the industry struggles to meet the challenges of a rapidly changing regulatory and compliance environment, new technology tools and solutions are needed. 

Data consolidation helps clients and advisors

Data consolidation helps clients and advisors

Michael Kitces' recent article provides an excellent overview of the challenges facing the financial technology ecosystem to provide a single view of the client and the sharing of client information across multiple stand-alone applications. This is our response.