Aggregated Wealth
Unlock a holistic view of wealth for your clients with access to all relevant documents and complete transparency on ownership
Unlock a holistic view of wealth for your clients with access to all relevant documents and complete transparency on ownership
The key to an "all my wealth in one place" solution is to have the data flowing through to it. Our platform is designed to seamlessly integrate with leading industry players providing core banking systems, analytics, payments, trading systems, investment advisory and data aggregation platforms. Through these valuable partnerships, we can quickly tailor and launch a comprehensive experience to client users.
We adapt Topaz based on requirements for the ideal client experience and to help you achieve maximum business value.
Ongoing addition and validation and rollout of new features and other app updates requires no technical expertise from your side.