Integrated Dealing, Custody and Administration
Our Wealth Solution platform offers a compelling alternative to traditional administration models through its core deliverables of scalability, efficiency and innovation.
As a full end-to-end investment lifecycle services platform, we are fully compliant with CASS 6 and 7 with client assets and cash held with BNY Mellon and Barclays Bank.
Central Investment Proposition
Developed and managed by Titan Asset Management, the CIP is built on four investment pillars
Model portfolios and fund-of-funds (comprising ETFs and third-party mutual funds)
Active and passive investment management
Clients can choose between managed funds, MPS and direct equities
Titan Group Capabilities
Built into the platform, the wider Titan Group bring additional user benefits including
Next Generation Platform
An integrated platform for the full investment lifecycle providing our clients with a comprehensive yet agile, white-labelled solution which can be easily modified for a bespoke service.
By designing and building a new platform we have been able to incorporate the key functionality demanded by DFMs. The platform provides seamless and intuitive modelling/rebalancing, flexible fee calculations, compliance and risk management services enabling DFMs to operate efficiently and effectively.
In addition to the functionality, additional benefits include seamless scalability, cost and operational efficiency and ongoing innovation through the intelligent use of technology.
Extensive Client Functionality
Choice of indices & benchmarks
GIPS-compliant performance calculations
HMRC-compliant CGT reporting
Diverse Asset Product Range
The platform offers the functionality to deliver a diverse asset product range including: