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.

the-future diamond
White Paper

Transform your wealth management strategy today

The impact of technology on the wealth management industry and the changing expectations of HNWIs.

Tailored, market-ready financial solutions available faster than you would think

We guide you through some simple steps to transform your digital offering.

  • choice

    1. Define needs and choose relevant apps and views

  • customize

    2. Tailor and customize any view

  • connect

    3. Connect and integrate with your data and systems

The tailored aggregation & engagement platform

We are a team of visionaries and experts helping family offices, external asset managers, trust companies and private banks transform their client-facing digital offering and get it quickly to market, powered by our holistic wealth management experience frameworks.

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

Let us introduce you to Topaz.