Onboarding packs, KYC files, portfolio reports and change requests, managed inside the Microsoft 365 tenant you already own and shared through a secure client portal. Advisors spend time with clients, not chasing paperwork. Built in, not bolted on.
Every client. Every portfolio. Nothing leaves home.
In most firms, a client's story is scattered: the signed agreement in one inbox, last year's statements on a shared drive, the investment policy statement in someone's downloads folder. Titan gives every client one controlled file, with the right version always on top.
Works alongside your CRM and portfolio systems. They keep the client and market data. Titan keeps the documents, approvals and evidence around them.
New account forms, address changes, beneficiary updates and transfer instructions usually travel as PDFs between inboxes. Titan turns each one into a no-code workflow with owners, due dates and a signature at every step.
Behind every client report sits a pile of manual work: statements gathered from different sources, figures re-typed between systems, and approvals chased over email. One wrong number reaches a client. Titan turns that routine into a controlled, repeatable process.
Accuracy is the client experience. A report that is right the first time, every time, does more for trust than any newsletter.
Clients, family members, accountants, estate attorneys and custodians all need documents from you. Titan gives each of them a secure guest portal inside your tenant, instead of email attachments and third-party file-sharing links.
See how Titan's secure client portal for Microsoft 365 works
Built in. Not bolted on. No separate portal vendor, no per-guest fee, no doubt about where client data is stored.
Code of ethics, privacy policy, trading rules, onboarding procedures. Titan publishes each one, tracks who acknowledged it, and keeps the history ready for an exam or audit.
Regulators differ by market, but the questions behind client records are remarkably similar. Here is how Titan helps your team answer them in minutes, not days.
| Area | The question you'll be asked | How Titan supports it |
|---|---|---|
| Books & records | “Show me the version the client actually signed.” | Organized client files, version history and an approval trail, under the retention settings in your tenant |
| Client onboarding & KYC | “Where is this client's KYC file, and who reviewed it?” | Onboarding workflow that collects KYC documents and routes them to compliance for review |
| Privacy & data residency | “Where is client data stored, and who can see it?” | Data stays in your own tenant and region, with sign-in through Microsoft Entra ID |
| Policies & attestations | “Has every advisor acknowledged the current code of ethics?” | Policy publishing with read-and-acknowledge tracking per person and version |
| Approvals & oversight | “Who approved this change, and when?” | Multi-step approval workflows with e-signatures and time stamps |
Titan provides supporting controls. It is not a certified books-and-records archive, and compliance depends on your own procedures, which remain with your compliance team.
Wealth moves across borders: clients with homes in two countries, teams in several financial centers and a different regulator for each. Titan gives every office the same secure process.
Americas
US · Canada · LatAm
Organized client records and approval history, ready whenever an examiner asks.
Europe & UK
UK · EU · Switzerland
Client data stays in your European tenant, under your own security settings.
Asia-Pacific
Singapore · Hong Kong · Australia · India
One consistent process across booking centers and advisory teams.
Middle East & Africa
UAE · Saudi Arabia · South Africa
Secure document sharing for family offices and private banks.
Client data stays in the region you chose. Titan follows your Microsoft 365 data location, whether that is the US, the UK, the EU, Singapore, the UAE or elsewhere.
Follow one family from the day they sign on to the day the relationship passes to the next generation. See what the client experiences and what your team gets behind the scenes.
Moment 1 of 5A new family signs on with your firm.
Moment 2 of 5It's time for the annual portfolio review.
Moment 3 of 5The client wants to change a beneficiary.
Moment 4 of 5Their CPA and estate attorney need the latest documents.
Moment 5 of 5The relationship moves to the next generation.
Example scenario. Your forms, approval routes and folder structure are configured to match your firm.
External users join as guests in your own tenant. Onboard 50 of them in about 20 minutes instead of 5 days, and remove access in one click. And because Titan is built on SharePoint, it costs up to 80% less than custom development.
Sanctum Wealth
Private wealth management · Mumbai
Sanctum Wealth began in 2016 by taking over the Royal Bank of Scotland's private banking business in India, and today advises high-net-worth clients in India and abroad across several cities.
For a firm built on trust, where client information lives matters. Sanctum uses Titan's Document Management inside its own Microsoft 365 tenant, so its documents stay organized, version-controlled and under its own control, never copied to a third-party cloud.
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Read the case studyClient data never leaves your own Microsoft 365 tenant or the data region you chose
A client portal with no extra license cost per guest
Request and approval workflows with e-signatures and a full trail
Policy attestations tracked per person and per version
No-code setup: operations owns its workflows without waiting for developers
Works alongside your CRM, portfolio systems and Microsoft Entra ID
Document management, client portals and approvals for wealth management on Microsoft 365.
It is one secure system for the documents a wealth or asset management firm runs on: client onboarding packs, KYC files, investment policy statements, portfolio reports, agreements and compliance policies. Titan Workspace stores, versions, routes and shares them inside your own Microsoft 365 tenant, so nothing is copied to a third-party cloud.
Yes. Titan runs inside SharePoint in your own tenant, in the data region you already chose, whether that is the US, the UK, the EU, Singapore, the UAE, India or elsewhere. Your existing Microsoft security, sign-in and retention settings keep applying.
Yes. Clients, family members, accountants, attorneys and custodians join as guests, with no extra license cost per guest. Each person sees only the folders you share with them, and you can remove access in one click.
No. Your CRM and portfolio systems keep the client and market data. Titan manages the documents, requests and approvals around them, and can connect with CRM and ERP systems your team already uses.
If onboarding packs, review reports or change requests still move through inboxes and file-sharing links, Titan Workspace can change that, starting with a pilot on your own tenant.