Uncover assets that go beyond the balance sheet
When planning for your clients' future, valuable assets—fine art, classic cars, jewelry, and rare objects—are often overlooked. Yet, they hold significant untapped financial potential.
With Title, seamlessly incorporate collectibles into your clients' financial profiles, offering a complete, up-to-date, and accurate view of their wealth.
They know what it's worth.
You know how to make it work.
See why leading financial institutions partner with Title
How one of the largest Canadian banks simplified their collection appraisals using Title
Challenge
The Trust & Estate team at a leading bank was tasked with executing an estate for a client with a high-value collection. The succession needed to know the value of the collection's items to finally settle the estate.
Result
With Title, the bank's team was able to streamline operations and optimize their clients' tax filing—freeing up time to accompany their clients through an emotional time and providing peace of mind for their valued clients.
Solution
But with no inventory or valuations of the collection, they sought a solution that could handle the full process, from defining what it is, establishing how much it is worth, and providing a tax-filing ready package. They turned to Title to support their client's estate execution.
A tool that helps you
help your clients.
Simplify time-consuming tasks like appraisal, collection management, financial planning, and insurance reporting with Title.
Try Title and help your clients uncover the true value of their collection and estate. Create a free account or contact us to learn more.
Turn any collection into a well-documented and easily manageable asset
Title is the first platform built for the experts trusted by collectors.
Access a complete view of your clients’ collections—from inventory and valuations to documents and analytics—all in one secure platform. Say goodbye to scattered spreadsheets and disconnected workflows.
See the full picture instantly.
Stay on top of valuation cycles with clarity.
See when an item was last appraised, update values anytime, or request an appraisal through our network of 1,500 certified experts across 230 categories.
Monitor and update values.
Integrate collection data into your estate and insurance planning.
Sync with your existing systems or use our API to deliver accurate, actionable insights that enhance your clients’ financial strategies.
Connect to wealth management & insurance strategies.
Title is built with privacy-by-design architecture and enterprise-grade security.
Data is encrypted, activity is monitored, and only verified users can access your information—ensuring your collection stays protected.
Keep your infomation safe.
Keep your infomation safe.