Built for trusted advisors like you
The infrastructure trusted by those who manage dynasties.
Manage all your clients from your advisor portal
See all the activities and get expert-level insights into your clients' most prized properties
Financial analytics and compliance at your fingertips for a full holistic wealth management
Access vetted, best-in-class vendors to manage all aspects of a collections
Gain the expertise of a top tier bank without growing your headcount
Choose your plan
Professional Advisors
For professionals overseeing multiple clients and collections.
Contact Us
Everything in Presitge, plus:
Centralized virtual vault
Reports in Excel, Word, or Pages
Portfolio-wide analytics across all collectors
Team access with role-based permissions
Full activity log for transparency and compliance
Simplify how collection information is captured, managed, and shared
Reclaim your time with streamlined data entry, a unified virtual vault, and reporting tools built for your business reality.
.jpg)
Capture
Easily collect item details, provenance, and documents—whether from clients, invoices, or archives. Say goodbye to scattered information and manual entry.
Organize
Centralize your collections in one secure platform. Tag, track, and update items with tools built for advisors managing complex portfolios.
Connect
Connect stakeholders with the necessary information on the collection, from wealth managers, to insurers—delivering key insights without data overload.
From Portfolio to the Finest Details
The level of details you need to put you back in control—collection data made accessible, insightful, and actionable.
Client Portfolio Overview
Gain instant clarity across all your clients. Search documents across accounts, monitor collection activity, and leverage insights from dynamic charts and analytics—all from a single dashboard.
Collection-Level Management
Focus on any client’s collection to see inventory, collection analytics, and documents—plus generate tailored reports in just a few clicks.
Item-Level Detail
Every item is documented following Getty Object ID standards, with location history, value tracking, and direct access to related documents and images.
Title's platform protects your privacy, one of your most valuable assets.
Regulatory & Industry Compliance
We align with global and local privacy standards, including GDPR, CCPA, and Quebec’s Law 25. SOC 2 Type II certification is on track for 2025.
Encryption & Backup Protection
Your data is encrypted in transit and at rest, with automated encrypted backups to ensure long-term integrity and resilience.
Authentication & Access Security
We use industry leading authentication and intelligent MFA to strengthen access security while keeping trusted users frictionless.
Frequently Asked Questions
Every user has access to the inventory manager, the document vault, and the dashboard. Prestige Collectors and Professional Advisors have access to additional features like a unified document vault, reporting module, and secure permission controls.
Yes. We offer onboarding support to help you upload from spreadsheets, PDFs, or raw documentation. We make it easy to structure and centralize your data. Contact us to schedule a collection onboarding.
Title doesn't appraise directly, but we help organize existing valuations and connect you to over 1,500 qualified appraisers across 230+ specialties anywhere in the USA and Canada.
Absolutely. We use encryption in transit and at rest, follow GDPR, CCPA, and Quebec’s Law 25 requirements, and give you full control over access permissions. We do not sell nor share your data without your explicit consent.
No. While Title is built for art or financial advisors, collectors can also use the platform directly. We offer tailored access based on your role.
Yes. We support data exports and custom integrations to ensure your workflow stays connected across platforms.
When it comes to finances, your privacy is one of your most valuable assets.
Keeping your data safe and secure is not only a top priority, it’s a non-negotiable. With numerous robust security measures in place, see why we’re the preferred choice among financial professionals.
QC’s Law 25
We have developed a framework built on GDPR, CCPA, and Quebec’s Law 25
SOC 2 Type II
We expect to achieve SOC 2 Type II Certification in 2025, thereby meeting industry-recognized security standards
Encry-ption
We secure data with encryption in transit and at rest
Back-ups
We regularly run automated encrypted back-ups
Protec-tion
We provide multi-layer protection against application-layer attacks, DDoS threats, OWASP Top 10, and bots
Flags
We immediately flag unusual user activities and breached credentials
IMFA
Security measures with intelligent multifactor authentication that tightens security for suspicious logins and fast-track trusted users
Authen-tication
We have enabled passkey authentication secured by a user’s fingerprint or face—passwordless logins that cannot be compromised
