A partnership between Fit Private Investment Counsel Inc. and Ticoon Technology is providing Fit PIC clients with a portal allowing easy access to information related to their investments as well as communication from their Portfolio Manager.
This easy access is enabled by Ticoon’s Portfolio Managers Desktop, which is powered by Ticoon Technology’s new cloud based offering. This solution is claimed to deliver a high level of service to the clients and prospective clients of Fit Private Investment Counsel.
Registered as a Portfolio Manager in Ontario, Fit Private Investment Counsel Inc., is a subsidiary of Jovian Capital Corp., and provides investment management services to private clients. This new platform by Ticoon Technology allows the company to grow its investment management business.
“The Ticoon platform was implemented as promised by Ticoon, they are a great partner,” said Francis D’Andrade of Fit Private Investment Counsel in a statement. “Ticoon is a real financial technology innovator and we look forward to working with them in the future.”
Ticoon’s secure cloud-based platform is ideal for financial advisors and investment firms as it allows them to create a consolidated view of their client across multiple businesses and product lines.
“We are very proud to add Fit Private Investment Counsel to our client base, they are leaders and innovators in the discretionary investment management business, they represent our first client in an emerging segment of the wealth management industry that is poised for rapid growth,” added Rick Hyde, president of Ticoon.
Ticoon Technology was in news earlier this month when it partnered with Credential Financial for adding CUMIS in-force insurance data feed to the Credential Wealth Desktop.
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Edited by Amanda Ciccatelli