Credential Financial and Ticoon Technology Add CUMIS In-force Insurance Data Feed to the Credential Wealth Desktop

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Credential adds CUMIS data feed to its Credential Wealth desktop, further enhancing the state-of-the-art wealth management platform for its Advisors

Credential adds CUMIS data feed
We are very pleased to add CUMIS’ insurance information to our offering.

The Credential Wealth Desktop enables Credit Union advisors to create a 360-degree view of their client that includes investment, life insurance, banking and other information.

Jeff Connery, SVP IT & CTO Credential is pleased to say “CUMIS is a valued partner and we are very pleased to have their information added to our Wealth Desktop”

“We are very pleased to add CUMIS’ insurance information to our offering. ” commented Rick Hyde, President at Ticoon. “As more investment advisors venture into the life insurance space, creation of a consolidated client view that includes investments, insurance as well as banking is becoming increasingly important. “

About Ticoon Technology Inc.:
The Ticoon Wealth Management Solution is a cloud-based platform that enables financial advisors, investment firms, insurance companies, banks and credit unions to create a consolidated view of their client across multiple businesses and product lines.

Ticoon combines data consolidation, Advisor Desktops and Consumer Portals, business intelligence tools, customized business processing and third party application integration to maximize the revenue potential of your client relationships. Ticoon has been delivering financial and insurance technology solutions to the Canadian marketplace for almost 20 years.

For more information on Ticoon’s Wealth Management Solution visit our website at or contact us at info(at)ticoon(dot)com.

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Heather Richey
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