Technology to drive better outcomes
Titanium for Advisers is designed to rise to the challenges facing advice businesses today. Use Titanium to drive operational efficiencies throughout the client lifecycle, helping reduce your costs and administration, freeing you up to deliver high-quality advice to your clients.
It’s a flexible solution that’s ready for future technological developments and changing client demands.
Built to meet advisers’ needs:
We understand what advisers are looking for, and expect, from an investment management system provider like us. We developed Titanium for Advisers to give you an advanced, user-friendly and supportive solution. From a provider that partners with you to make your business easier to run and control.
Helping you deliver good client outcomes, increase business performance and achieve your growth ambitions.
Your client journeys, your business. Just better.
We understand you want to run your business your way, and we endorse that. Our proprietary technology supports seamless integrations and significant customisation, so you retain complete control of your client journeys.
With its evolutionary capability built in, Titanium is well-placed to respond to the ever-evolving regulatory environment, the needs of the advisers, planners and administrators in your firm, and most importantly the requirements and expectations of your clients.
Now you can consolidate client assets onto fewer platforms, boost efficiency, cut costs and increase profitability – all while gaining greater control through enhanced reporting and data to aid compliance with Consumer Duty.
Client asset protection
For safety, risk mitigation and peace of mind, Titanium is underpinned by the security of client assets held in CASS 6 & 7 custody at Tier 1 custody providers.
A comprehensive feature set, crafted for advisers
Titanium features include:
- White-labelled portal and reporting keeping your brand front and centre
- Automated notification systems to keep your clients in the know
- Auto investment/disinvestment
- Automated US Withholding Tax forms
- Configurable Fact Find for ease and convenience
- Two-way integration with Intelliflo
- Two-way document management system
- Consistently high-quality service and support
- Access to 28 equity markets, 140,000+ funds, cash in 20 currencies
Important Information
Titanium is operated by Titan Settlement & Custody Ltd. part of the Titan Wealth Group.
Get in touch
For more information or to request a demo contact us to speak to the team.
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Investment solutions
A full range of investment and wealth solutions, backed by expert research, tailored to your mandate.
About Titan
Our end-to-end, integrated approach is structured to offer more choice, support and flexibility.
Services
Working in partnership to support your investment proposition, governance and oversight and custody needs.
