Average Ratings 3 Ratings

Total
ease
features
design
support

Average Ratings 1 Rating

Total
ease
features
design
support

Description

Whether you require intricate wealth management or assistance with retirement planning, our services are designed to support your financial journey. We offer a range of benefits, including zero account fees, commission-free trades, and no minimum requirements for account openings, allowing your investments to stretch further. You’ll have access to user-friendly tools and the latest insights from our expert team. Understanding your current financial position is essential. Utilize our assessment tool to gauge your retirement readiness and identify areas for improvement. Our affordable robo-advisory services provide professional investment management, catering to both digital-only investments and hybrid options that include advisor access when necessary. You'll have a dedicated advisor working alongside you, providing tailored recommendations aimed at enhancing and safeguarding your wealth. Additionally, subscribe to our weekly newsletter to receive expert commentary on financial markets, investment strategies, and personal finance tips that can empower your financial decisions. Overall, we are committed to helping you navigate the complexities of your financial future with confidence.

Description

Titan stands out as a leading investment firm, managing an impressive $500 million for a diverse clientele of 25,000 individuals. While Wall Street tends to prioritize the affluent, we felt this imbalance needed addressing, prompting us to create Titan: an exceptional investment management service tailored for everyone. Our mission is focused on long-term capital growth, grounded in our proven investment philosophy of pinpointing rare stocks known as “compounders” and maintaining our investment positions. We not only manage your investments with expertise but also ensure that you understand every aspect of the process. By offering our clients exclusive insights, they gain knowledge and become more informed investors than ever before. With features ranging from instant investing to direct portfolio manager interactions, we equip our clients with advanced tools that are often unavailable elsewhere, all at no additional cost. Our diverse team consists of seasoned professionals from various sectors, including experienced investors, engineers, operations specialists, and product experts, all dedicated to serving our clients. Our employees and advisors bring a wealth of experience from leading global institutions, ensuring that you receive top-notch service and guidance.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

APS Payroll Yes 
Akoya Yes 
CFO Silvia Yes 
Caddi Yes 
CallHarbor No 
Claritus Yes 
Coin Metrics Yes 
Crypto Backoffice Yes 
Diversiview Yes 
Financial Tech Wiz Trading Journal Yes 
Fintech Sandbox Yes 
Medved Trader Yes 
ProTracker RMD Yes 
ReGraph No 
RightCapital Yes 
Taiki Yes 
The Dividend Tracker Yes 
TradersPost Yes 
TradingDiary Pro Yes 
VISE Yes 

Integrations

APS Payroll No 
Akoya No 
CFO Silvia No 
Caddi No 
CallHarbor Yes 
Claritus No 
Coin Metrics No 
Crypto Backoffice No 
Diversiview No 
Financial Tech Wiz Trading Journal No 
Fintech Sandbox No 
Medved Trader No 
ProTracker RMD No 
ReGraph Yes 
RightCapital No 
Taiki No 
The Dividend Tracker No 
TradersPost No 
TradingDiary Pro No 
VISE No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Fidelity Investments

Founded

1946

Country

United States

Website

www.fidelity.com

Vendor Details

Company Name

Titan

Founded

2018

Country

United States

Website

www.titan.com

Alternatives

Alternatives

ProTracker RMD Reviews

ProTracker RMD

ProTracker Software, Inc.