One platform. Every provider. The 403(b) market’s missing layer.
The 403(b) market runs on multiple providers. Titan is the only platform that brings the whole plan into one view.
The Platform
A single-source solution for a multiple-provider market.
The 403(b) market has always operated across many providers – insurance carriers, mutual fund platforms, and TPAs each running their own systems. No single platform was ever built to hold that complexity together.
Titan changes that. Titan is a cloud-native, end-to-end recordkeeping environment that connects fund trading, account access, compliance, and operational workflows across every participating provider – replacing fragmentation with a coordinated infrastructure layer. The result is contribution processing that moves in hours, not weeks, and a service model that eliminates the lag that costs advisors and sponsors credibility with their clients and employees.
Industry-first master recordkeeping. Titan is the only platform in the tax-exempt plan market designed to centralize multiple investment providers – including legacy account data – within a single, permission-based environment.
Core Capabilities
Built for the full lifecycle of 403(b) and 457 plan operations.
Titan spans every stage of plan administration – from contribution processing and fund trading to compliance reporting and participant access – so advisors, sponsors, and institutions work from one coordinated environment rather than several.
Consolidated visibility
A unified view of plan activity across all participating vendors – replacing the multi-system navigation advisors and institutions manage today.
Operational coordination
Connected workflows across payroll, contributions, and reporting – reducing manual processes and the friction that fragments plan administration.
Open architecture
Mutual funds, ETFs, and annuity products on one platform – product-agnostic access for advisors and participants without constraints of a closed system.
Master recordkeeping
Custom plan design
Participant self-service
Compliance infrastructure
Fund trading
TPA and trust accounting
Legacy data integration
Cloud-native operations
Who We Serve
The platform serious players in the 403(b) market rely on to grow.
Titan gives recordkeepers, advisors, and institutions the infrastructure to operate at a higher level – handling multi-provider complexity so their teams can focus on serving clients and expanding their book.
Recordkeepers + TPAs
SCALE WITHOUT THE OVERHEAD
A platform built for multi-provider complexity – so recordkeepers and TPAs can grow their book without proportionally growing their operational burden.
Financial Advisors
SEE THE WHOLE PLAN. SERVE IT BETTER
A consolidated view across every vendor in every plan – so advisors spend less time navigating systems and more time deepening client relationships.
Plan Sponsors + Institutions
OVERSIGHT YOU CAN ACTUALLY ACT ON
Clear visibility into plan activity, unified reporting, and defined accountability – giving institutions the tools to govern their plans with confidence.
See what connected infrastructure looks like
Speak with Grow Capital about how the Titan platform supports the plans you serve.
Every Grow Capital client works with a dedicated, US-based service team – not an anonymous call center. The platform is the foundation. Our people make it work.