Titus briefs you
A morning brief before the day starts. Talking points before the call. A dashboard you can ask a question in plain language, about a plan, a participant, or the state of your practice.
Built for 401(k) advisory firms
Every plan defended.
Every decision documented.
The white-label platform advisory firms run their 401(k) practice on. Sponsors, plans, participants, and the fiduciary record behind every decision.
- ERISA fiduciary log
- PTE 2020-02 documentation
- Row-level data isolation
- Your brand, not ours
The agents
Two agents. One line neither of them crosses.
Jules listens
Jules talks to participants and flags rollover intent the moment it appears, so the signal reaches you while it still matters, rather than after the assets have already moved.
Jules detects. Jules never recommends.
Every rollover recommendation stays with the advisor, and so does the best-interest documentation behind it under PTE 2020-02. Praetorian records the work. It does not do the advising.
The entity spine
Five levels, and never a muddled one.
Your client is the plan sponsor. The participants are that sponsor's employees. Most software collapses the two into “client” and loses the distinction. Praetorian keeps it straight in the data, the permissions, and the record.
- 01
Firm
Your practice
- 02
Advisor
You and your team
- 03
Plan sponsor
The employer. Your client.
- 04
Plan
The 401(k) itself
- 05
Participant
The sponsor's employees
The platform
The whole practice, in one place.
Rollover Pipeline
Every signal Jules flags, staged from first detection to a documented outcome.
Retirement Readiness
See who is on track, who is not, and what to say on the next call.
Calculators
Monte Carlo, RMD, Roth vs traditional, Social Security, tax planning, contribution impact.
Plan Design
A guided wizard that takes an employer profile to a plan you can hand to the sponsor.
IPS & Compliance
The investment policy statement, the compliance calendar, and every deadline that follows it.
Fiduciary Log
Insert-only by design. Every message stays on the record, exactly as it was written.
White-label
Your name on the door.
Your firm's logo, your colors, your domain. Sponsors and participants see your practice. Praetorian sits behind it and stays there.
YOUR FIRMPowered by Praetorian
Advisor
Bring your practice inside.
Set up your firm, invite your advisors, and load your first plan sponsor. The fiduciary record starts the moment you do.