Ticoon for Consumers

Total Household View

A single portal to capture and manage all of your investments, insurance, banking and other products & investment information and documents – just for you!

Personal Financial Organizer

One secure online location to manage all of your personal financial data and documents - your personal online safety deposit box. 

Self-serve Financial Portal

A single portal where you can engage your advisor for support and advice, but also shop for the best deals on self-serve products and services. 

Recent Articles
Top 5 posts
Top 5 posts
Guide to Working with Financial Technology Vendors
Guide to Working with Financial Technology Vendors
Drive sales with powerful search and segmentation tools
Drive sales with powerful search and segmentation tools
Four future-proofing strategies for financial advisors
Four future-proofing strategies for financial advisors
Disclosure is on the rise. Is your practice ready?
Disclosure is on the rise. Is your practice ready?
Why advisors should avoid communicating with clients via email
Why advisors should avoid communicating with clients via email
Does the silo-based regulatory compliance model really work for advisors or consumers?
Does the silo-based regulatory compliance model really work for advisors or consumers?
Grow your business with support from Ticoon’s new Resource Centre
Grow your business with support from Ticoon’s new Resource Centre
A comprehensive view of your client makes you a better advisor
A comprehensive view of your client makes you a better advisor
Contact management tailored to the needs of financial advisors
Contact management tailored to the needs of financial advisors