The single touchpoint for private clients

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

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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

Seamlessly integrated apps give users an impressive front door to your firm

Compelling capabilities designed for the HNWI from the ground up.

Platform Overview

Onboard

Make a great first impression with digital handholding through data gathering, document collection and process execution.
Goals

Set, update and track financial and non-financial (health, education, philanthropy…) goals.
Wealth

360 degree wealth view: Aggregated values, investment performance.
Connect

Secure, compliant and contextual collaboration with the client and supporting team.
Safe

Secure viewing, storage and management of important documents.
Concierge

Manage client requests personally, with in-house experts, or through external parties.
Insight

Generate awareness of market events, ideas, proposals and regulatory communications through personalized, curated channel.
Wallet

Cash banking in a single place across multiple existing accounts.