The Global Intelligence Platform
Data Foundation
The Unified Schema. Structures all financial, legal, and entity data in real-time. Single source of truth.
Operational Core
Advisor Command Center. Replaces CRM & Workflows. Automates 50-80% of admin time.
Core OS
Global Intelligence Series. The Brain. Features Titus (Advisor AI) & Jules (Client AI) for detection.
Client Experience
GWS Client Portal. The Executor. Multi-generational view, transparency, and secure advice delivery.
The Unified View
Command Center Experience
We replace 10 screens with one interface, providing total cross-domain reasoning and visibility.
Single Data Model: Financial planning, tax status, and compliance requirements flow from one source.
Workflow Compression: Tasks, alerts, and communications are unified for maximum efficiency.
TITUS AI: Real-time risk detection and evidence generation overlaid directly on client profiles.
Sovereign Data Defense
Immutable Evidence Engine
Every action, decision, and communication is logged in an audit-ready, WORM-compliant vault. We don't just store data; we prove the integrity of advice.
Role-Based Governance
Strict access controls mirror the firm's hierarchy. Data visibility is granted on a need-to-know basis, protecting high-net-worth privacy.
End-to-End Encryption
All client communications via Titus and Jules are encrypted in transit (AES-256) and at rest (TLS 1.3), ensuring a private, secure channel for sensitive wealth data.
SOC2 & FINRA Readiness
Built from the ground up to meet the most rigorous regulatory standards. We are not an add-on; we are a compliance fortress.
The Economic Engine
5hr
Time Saved (Floor)
Hours optimized per advisor per week, instantly converting administrative overhead into production capacity.
3x
Growth Efficiency
The **minimum** capacity multiplier for existing advisors, allowing $150M firms to scale instantly with the same headcount.
1%
Defended AUM (Floor)
The **minimum** annual AUM leak prevented by Titus AI's real-time risk detection. This is pure recurring revenue preserved.
3%
Win-Rate Lift
The **achievable** increase in client conversion achieved through unified clarity and institutional governance in prospect meetings.