TORONTO, ON--(Marketwired - September 06, 2016) - Monarch Wealth Corporation (Monarch) is pleased to announce its partnership with Ticoon Technology Inc. (Ticoon) as a key contributor to its end-to-end digital platform and fully integrated advisor console.
Ticoon's smart system for advisors and insurance agents brings together client data from multiple investment and life insurance companies (including segregated funds), to create a single view for the advisor's client and household. The Ticoon system enables advisors to use their data to identify sales and service opportunities and to execute marketing and sales programs in a compliant manner.
"Our client segmentation, data analysis and marketing campaign tools support Monarch's sales efforts by empowering its advisors through better client knowledge," said Rick Hyde, President & CEO, Ticoon Technology Inc.
Fully integrated into Monarch's overarching technology platform, Ticoon's contact management, data warehousing, and planning & analysis tools augment the platform's key benefits to advisors, which also include: single-sign on, paperless client onboarding, fee-based account management, model portfolio solutions, automated rebalancing, digital signature capability on any device, on-demand account information, and related regulatory documentation.
"Our partnership with Ticoon enables us to offer advisors a streamlined front-office solution that spans multiple business and product lines. With data integration and a consolidated client view, advisors can drive business development through system generated sales leads and targeted email marketing campaigns," said Yama Yaqeen, Vice President of Operations and Technology, Monarch.
About Monarch Wealth Corporation
As a boutique firm Monarch has been supporting extraordinary relationships between investors and advisors for four decades. Monarch's industry leading technology platform provides advisors with a seamless interface to manage business complexities, empowering delivery of high quality, independent investment management solutions to investors using a more profitable business model. Its advisors can efficiently provide better advice to more investors with less data entry, less paperwork, no manual rebalancing, and fewer compliance exceptions. Monarch advisors can provide outstanding service and conflict-free wealth management advice for every stage of an investor's life.
About Ticoon Technology Inc.
Ticoon has been operating in the financial services and life insurance technology industries since 1996. Ticoon has almost 20 years of experience designing front office systems for many of Canada's largest financial institutions and life insurance carriers. In 2007 Ticoon partnered with several of Canada's most innovative financial institutions to create a cloud-based wealth management platform to support both captive and independent advisor networks.
The platform is designed to consolidate client investment, life insurance and banking data into a single cloud-based platform. Data is accessed through a sophisticated data access model and available to users through configurable web portals. The platform supports multiple advisor networks and distribution businesses.