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.
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.
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.
Ticoon incorporates dozens of data feeds from multiple sources, making it one of the largest collections of in-force insurance policy data available to advisors in Canada.
