Enabling advisors with the tools and services they require to support their business and their clients.
- Single sign on to multiple 3rd party tools and services enables advisors to seamlessly move back and forth between solutions
- Populate 3rd party solutions with client data reducing the need to re-key information and ensuring data consistency
- Select the tools that are most appropriate for your business to create your custom advisor desktop
OUR STORE PARTNERS
Interested in becoming a Ticoon Store Parter?
Contact Diana Klisara at 416.513.9524 x 240