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The single touchpoint for private clients

Improve client service levels and engagement and deepen relationships, while enhancing company efficiency and compliance.

The digital experience of wealth owners needs a reset

Topaz is for family offices, private banks, external asset managers and other private client service providers who desire a premium digital experience for their clients.

Building a solution catered to your needs

We propose 4 simple steps to transform your digital offering.

  • Understand

    Assess and understand your goals, target customer, current situation and pain points

  • Define

    Framing together an inspiring experience vision and validating it

  • Customize

    Tailor Topaz experience based on needs

  • Launch

    Engagement soars as you implement a future-proofed digital experience that wealth owners and employees love

An augmented experience, blending Hi-Tech and Hi-Touch

A meaningful coalescence of the human and the digital, taking relationships forward in new, more effective ways.
  • Insights

  • Communication

  • Collaboration

  • Activities

  • Storage

Start your hi-tech, hi-touch relationships with your clients today

Let us introduce you to Topaz.