Ticoon Technology Inc. Announces Upgrades to the Advisor Desktop and Consumer Portal
Toronto, ON (PRWEB) July 18, 2013 -- Ticoon Technology has been delivering financial and insurance technology solutions to the Canadian marketplace for almost 20 years.
Ticoon’s newly implemented version 5.2 enhances Ticoon’s Advisor Desktop and Consumer Portal by introducing new integrations with CRM tools and new back office integrations.
Integration with such as ACE, Neocog Technologies Inc.’s CRM tool, allows users to seamlessly navigate from ACE to the Ticoon Advisor Desktop while maintaining the selected client in context. Features such as auto-population and auto-add contact information have also been included in Ticoon’s updated Advisor Desktop and Consumer Portal.
Integration with Credential Securities Inc. Electronic New Account Application Form application (eNAAF) addresses a number of issues with the client tombstone/demographic data from Canaccord/Dataphile for an individual person and business entity displayed in Client Wealth Desktop (CWD).
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 ticoon.com or contact us info(at)ticoon(dot)com.
Heather Richey, Ticoon Technology Inc., http://www.ticoon.com, (416) 513-9524, [email protected]
Share this article