Three integrated products that work together to enable Investment Dealers and Insurance MGAs to build stronger online relationships with Advisors and Consumers.

TicoonTOUCH, Online Access For Your Clients

Offer your clients an online financial monitor where they can track all their investments or life insurance information, access all of their documents and communicate with you through a secure private messaging service.

TicoonSales, Online Access For Your Advisors

Interact and communicate with your advisors online to share information & documents in a secure environment.

List Management

Segment your clients based on their value to your business or other criteria and execute marketing programs to grow your business.

Content Marketing

Maximize the effectiveness of your marketing dollars by distributing your custom content to targeted advisor and consumer audiences.

Email Marketing

Increase the penetration of your marketing dollars by targeting your email messages to the most likely sellers and buyers.

Document Publishing

Ensure information reaches the right audience precisely when they are most receptive by publishing research, articles or other documents of interest to your advisors and consumers.

Data Analytics

Know Your Client!
Know Your Advisor!
Know Your Business!

Ticoon Key Performance Indicators (KPIs) provides you with a snap shot of your business across all business and product lines including statistics and key performance indicators at multiple levels within your organization.

Secure Messaging

Secure messaging provides you with a private communication network to share sensitive information & documents with your advisors and clients.

Single Client View

Consolidated view of your clients’ data & documents including:

  • Investments

  • Life Insurance

  • Banking

  • CRM information

  • Other Off-Book Data

Single Advisor View

Create a single view of each advisor across multiple business and product lines:

  • Investments

  • Life Insurance

  • Banking

  • CRM information

  • Other Off-Book Data

Business Automation

Integrate your business processes through Ticoon and make it easy to do business with your firm.

Research Distribution

Distribute research and other relevant information to advisors and consumers based on their holdings and interests.