Integrated products that work together to enable Product Manufacturers to build stronger online relationships with Advisors and Consumers. Position your firm as an innovator by participating in a shared financial services and life insurance platform available to the entire Advisor and Consumer marketplace.
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 network.
TicoonSales, Online Access For Your Advisors
Interact and communicate with your advisors online to share information & documents in a secure environment.
Place your statements, insurance policies and other documents in the cloud where your advisors and clients can easily access them.
Segment your clients based on their value to your business or other criteria and execute marketing programs to grow your business.
Maximize the effectiveness of your marketing dollars by distributing your custom content to targeted advisor and consumer audiences.
Increase the penetration of your marketing dollars by targeting your email messages to the most likely sellers and buyers.
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.
Know Your Client!
Know Your Advisor!
Know Your Business!
Ticoon Facts provides you with a snap shot of your business including statistics and key performance indicators at multiple levels within your organization.
Secure messaging provides you with a private communication network to share sensitive information & documents with your advisors and clients.
Automated Data Feeds
Ticoon receives automated data feeds from dozens of sources including investment dealers, fund companies, life insurance carriers and banks saving you time and money.
Single Client View
Consolidated view of your clients’ data & documents including:
Other Off-Book Data
Single Advisor View
Create a single view of each advisor across multiple business and product lines:
Other Off-Book Data