"Delivering Efficiency Through Technology"

 

ScanTech Imaging Corp. and Ticoon Technology Inc. are pleased to announce that e/Forms-Financial now links with Ticoon to pre-populate industry standard forms.

e/Forms - Financial software was developed to change the way financial advisors and their assistants complete application forms.  e/Forms provides the user with an extensive collection of industry standard forms that look and feel exactly as the original printed forms.  All of the forms can be filled in electronically and the smart link to the Ticoon contact database management allows data to be imported directly onto the forms for faster and accurate completion.

The Ticoon link is a customized solution where e/Forms connects to an export file from Ticoon.  Setup requires two easy steps to follow.  First step is to create an export file from the Ticoon web interface.  Next step is to select the file in e/Forms and the data appears in the Search tab ready to be imported onto the forms.  

Please call us at 1-866-709-9666 to find out more about the Ticoon e/Forms connection.

 

The benefits of using e/Forms with Ticoon are

 - access to over 700 industry standard forms 24/7 and they are always up-to-date online
 - includes Revenue Canada transfer and withdrawal forms
 - all the fields and check boxes on the forms are fillable electronically
 - client information can be exported from Ticoon and imported directly in any pre-selected form
 - eliminates the need to re-type the same information onto the forms
 - reduced errors and form rejection rates
 - user information such as dealer and rep codes are imported onto forms.
 - YOUR dealer forms can be integrated into your copy of e/Forms (at extra cost)
 - all information is organized on a single screen
 - the result will be professional type-written documents for faster processing at back end
 - no need to carry a briefcase full of forms anywhere
 - forms will be served from our secure servers so there will be no increase in traffic volume on your website
 - reduce manpower cost for uploading and maintaining your forms to your website.  Simply e-mail the pdf of the new form to ScanTech and we will take care of the rest  

 

Additional Features
  - email a completed form to a client for signature (Adobe Acrobat required)
 - search and add fund codes onto the forms

Suite 221 - 2323 Quebec Street
Vancouver, BC V5T 4S7
Tel: (604) 709-9663
www.scantechcorp.com