Designed for investment advisors that only sell and service investment solutions.
- Investment Module
- Consumer Portal (TicoonTouch)
- Sales and Marketing Programs
- Secure Messaging
- Document Distribution
- Client Segmentation
- Email Marketing
- Data Analytics
- and much more
Payments are accepted through the Ticoon Store or by contacting Ticoon directly. Payments can be made using:
- Most major Credit Cards; Visa, Mastercard, or Amex
Call us: 1-855-513-9524
Contact firstname.lastname@example.org for multi-advisor, branch or dealer pricing.