Titan

Titan

Titan transforms wealth management by offering an investment team dedicated to maximizing returns while minimizing the time clients spend managing their assets. With over $1 billion in assets under management, a 4.6 App Store rating, and access to exclusive investment opportunities, Titan provides tailored portfolios and guidance from seasoned financial advisors, ensuring clients thrive in their financial journeys.

Top Titan Alternatives

1

Stash

A personal finance app designed for everyday Americans, Stash empowers users to invest effortlessly and affordably.

2

M1 Finance

M1 Finance offers a unique online brokerage platform that combines investment, banking, and cash management.

3

Public

Unlock a fresh approach to investing with a Bond Account that allows you to purchase a curated selection of ten investment-grade and high-yield bonds.

4

SoFi

An all-in-one platform designed for modern investors, this service simplifies trading stocks, ETFs, and cryptocurrencies while offering automated investing options.

5

Webull

Leverage cryptocurrency market movements with seamless crypto futures trading on Webull's low-cost platform.

6

Wealthfront

Offering a sophisticated financial planning tool, Wealthfront enables users to customize their financial strategies effortlessly.

7

E*TRADE

With educational resources and personalized retirement planning tools, clients can effectively work towards their financial...

8

FutureAdvisor

By prioritizing tax efficiency and minimizing fund turnover, it enhances client portfolios...

9

Interactive Brokers

With a competitive 3.83% APY and a simple onboarding process, clients can invest globally across...

10

IG

Clients benefit from 24/7 support, expert trade ideas, and resources from IG Academy, enhancing their...

11

Vanguard

Power 2025 U.S...

12

Ally Invest

With options ranging from Robo Portfolios for busy individuals to DIY trading for seasoned investors...

13

Charles Schwab

They can trade a variety of financial products, access professional advice, and utilize tools for...

14

IB Trader WorkStation (TWS)

It offers a customizable workspace featuring real-time market data, order management, and charting tools...

15

Acorns

Users can invest spare change through Real-Time Round-UpsĀ® and explore Bitcoin ETFs...

Top Titan Features

  • Omnichannel communication integration
  • Call recording capabilities
  • Voicemail management system
  • Customizable main greetings
  • Call queuing options
  • Encrypted internal communications
  • International and local numbers
  • Drag-and-drop call distribution
  • AI-powered communication insights
  • Real-time call transcription
  • Secure online payment processing
  • Corporate chat functionality
  • HD quality video conferencing
  • Flexible scheduling configurations
  • Custom statistics and reporting
  • Internal communication tools
  • Multi-brand configuration options
  • Effortless appointment management
  • Click-to-speak buttons
  • Remote teamwork facilitation.
Top Titan Alternatives
  • Stash
  • M1 Finance
  • Public
  • SoFi
  • Webull
  • Wealthfront
  • E*TRADE
  • FutureAdvisor
  • Interactive Brokers
  • IG
  • Vanguard
  • Ally Invest
  • Charles Schwab
  • IB Trader WorkStation (TWS)
  • Acorns
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