Invest Titan 4+
Titan Retirement Advisors, LLC
Designed for iPad
-
- Free
Screenshots
Description
Titan's Mobile App allows you to view account information, balances and easily contact your advisor.
It also allows you access to:
- Account Statements
- Tax Documents
- Real Time Balances
- Personal Document Vault
- All of your outside financials in one spot (Ex: Mortgage, Loans, Credit cards, Life Insurance Policies, Etc.)
For over 20 years, clients have relied on Invest Titan's wealth management advisors for a fresh perspective, practical ideas, and an understanding of where you want your wealth to take you and your family.
Our financial planning solutions are tailored to your needs and future plans. And just as your dreams and aspirations change over time, our solutions will evolve with you.
Invest Titan's guidance is designed to help you thoughtfully and skillfully achieve your goals.
What’s New
Version 5.16.0
- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes
Ratings and Reviews
App Privacy
The developer, Titan Retirement Advisors, LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Linked to You
The following data may be collected and linked to your identity:
- Usage Data
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Identifiers
- Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Titan Retirement Advisors LLC
- Size
- 42.8 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 13.4 or later.
- iPad
- Requires iPadOS 13.4 or later.
- iPod touch
- Requires iOS 13.4 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2024 Titan Retirement Advisors, LLC
- Price
- Free