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Monarch Wealth adds data planning and analysis tools to adviser console


Monarch Wealth has partnered with Ticoon Technology to add additional functionality to its end-to-end digital platform and fully integrated adviser console.

Ticoon's smart system for advisers and insurance agents brings together client data from multiple investment and life insurance companies (including segregated funds), to create a single view for the adviser's client and household.
The Ticoon system enables advisers to use their data to identify sales and service opportunities and to execute marketing and sales programmes in a compliant manner.
"Our client segmentation, data analysis and marketing campaign tools support Monarch's sales efforts by empowering its advisers through better client knowledge," says Rick Hyde, president and CEO, Ticoon Technology.
Fully integrated into Monarch's overarching technology platform, Ticoon's contact management, data warehousing, and planning and analysis tools augment the platform's key benefits to advisers, which also include: single-sign on, paperless client on-boarding, 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 advisers a streamlined front-office solution that spans multiple business and product lines. With data integration and a consolidated client view, advisers can drive business development through system generated sales leads and targeted email marketing campaigns," says Yama Yaqeen, vice president of operations and technology, Monarch.

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