Investments Package

Designed for investment advisors that only sell and service investment solutions.

Includes

  • Investment Module
  • Consumer Portal (TicoonTouch)
  • Sales and Marketing Programs
  • Secure Messaging 
  • Document Distribution 
  • Client Segmentation 
  • Email Marketing
  • Data Analytics
  • Reporting
  • and much more

Payments

Payments are accepted through the Ticoon Store or by contacting Ticoon directly.  Payments can be made using:

  • PayPal
  • Most major Credit Cards; Visa, Mastercard, or Amex

Call us: 1-855-513-9524

Contact sales@ticoon.com for multi-advisor, branch or dealer pricing.