The premium experience your clients deserve
Our white-labeled wealth management software will improve private client service levels and engagement, deepen relationships, and enhance company efficiency and compliance.
White Paper
Transform your wealth management strategy today
The impact of technology on the wealth management industry and the changing expectations of HNWIs.
Seamlessly integrated apps give users an impressive front door to your firm
Compelling capabilities designed for the HNWI from the ground up.
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Onboard
Make a great first impression with digital handholding through data gathering, document collection and process execution.
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Goals
Set, update and track financial and non-financial (health, education, philanthropy…) goals.
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Wealth
360 degree wealth view: Aggregated values, investment performance.
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Connect
Secure, compliant and contextual collaboration with the client and supporting team.
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Safe
Secure viewing, storage and management of important documents.
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Concierge
Manage client requests personally, with in-house experts, or through external parties.
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Insight
Generate awareness of market events, ideas, proposals and regulatory communications through personalized, curated channel.
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Wallet
Cash banking in a single place across multiple existing accounts.
Tailored, market-ready financial solutions available faster than you would think
We guide you through some simple steps to transform your digital offering.
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1. Define needs and choose relevant apps and views
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2. Tailor and customize any view
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3. Connect and integrate with your data and systems
Start your hi-tech, hi-touch relationships with your clients today
Let us introduce you to Topaz.
