The platform is powered by Ticoon Technology’s new cloud based offering and provides Fit PIC clients with a portal to access information related to their investments as well as communication from their portfolio manager.
Additionally, Ticoon’s Portfolio Managers Desktop enables Fit PIC’s Portfolio Managers with a single client management solution to deliver the absolute highest level of service to their clients and prospective clients.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Commenting on the launch, Francis D’Andrade of Fit Private Investment Counsel said: "The Ticoon platform was implemented as promised by Ticoon, they are a great partner. The new platform provides us with a great foundation upon which we plan to grow our investment management business. Ticoon is a real financial technology innovator and we look forward to working with them in the future."
Fit Private Investment Counsel Inc., is a subsidiary of Jovian Capital Corp. The company is registered as a Portfolio Manager in Ontario and BC.
The Ticoon Wealth Management Solution is a secure cloud-based platform, which allows financial advisors, investment firms, insurance companies, banks and credit unions to create a consolidated view of their client across multiple businesses and product lines.
