Smart Wealth Preservation
Single and Multi Family Offices involves a high
complexity degree. Topaz distills it into a simple,
intuitive and engaging digital experience, that is a
pleasure for all stakeholders.
Topaz for Family Offices core capabilities
The shift towards a holistic augmented experience is here. With lens focusing on HNWI needs, latest technology trends and sector specific accumulated knowledge, we have created Topaz for Family Offices.
Goal-Based Tracking
Personalised governance with stakeholders, according to set goals along Lifestyle & Wealth dimensions
Modular Toolkit
Ready to use components and workflows, making customisations to each family office easy
Integrates with Everything
Take advantage of adapters for both internal and external services
Face ID
Investors utilize investments in order
Consolidated Reporting
Complete and flexible view of all accounts and assets
Meaningful Collaboration
Intuitive and secure communication channels, with advisors and HNWI community
Frictionless Governance
Instant visualisation, organisation or update of profile information, documentation and concierge services.
Ready to assemble and build premium customised experience for Family Office teams and clients
Taking advantage of latest micro-services and API driven architecture, Topaz is a robust and highly scalable platform. Intuitive web and mobile apps enable all family members to enjoy a modern digital experience.
Topaz
Specialist Service Providers
- External Experts
Private Bank
- Investment Experts
- Bankers
Family Office / External Asset Manager
- Internal Experts
- Concierge / Advisor
- Operational Staff
HNWI
- Family Member
- Assistant
Holistic Hi-Tech Hi-Touch
We envision a shift where the physical and the digital worlds are blended in such a way that provide an augmented experience for both HNWI and Family Offices.
Start your Hi-Tech, Hi-Touch
relationship with your clients today
Our Principals are looking forward to understand your business needs and introduce Topaz.