ONBOARDING


We have done conversions from all the legacy systems and are familiar with their data set up and how to bring that data onto the Titan Platform. Our onboarding process also involves in-person training, which is usually done by one of our principals, as they like to be hands-on in terms of getting to know our clients. We will make your transition as seamless as possible

Below is a sampling of the systems we have onboarded information from:

  • Archway
  • Geneva Partner 9
  • Geneva Partner 10
  • HWMantra
  • MFact
  • MPartner
  • MShare
  • Pacific Fund Systems Paxus