Aggregated Wealth

Unlock a holistic view of wealth for your clients with access to all relevant documents and complete transparency on ownership

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Everything your clients need on mobile and web

360 degree view of wealth
Document storage and sharing
Ownership transparency

Industry-leading partners

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.

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Create your unique brand identity with white-labeling

Customize the look and feel of the solution to match your brand and visual signature. Deliver a seamless and integrated experience that is uniquely yours.

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Tailor and customize any view

We adapt Topaz based on requirements for the ideal client experience and to help you achieve maximum business value.

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Seamless app extensions and updates management

Ongoing addition and validation and rollout of new features and other app updates requires no technical expertise from your side.

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Why Topaz for aggregated wealth?

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    Web and Mobile

    Clients can browse their wealth with our mobile app or access their account through our web interface.

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    Trusted Partner

    Our deep experience, broad relationships in the market and top-tier partners mean you are in good hands.

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    Extensible Solution

    Once size does not fit all.

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    Underpinned by a core set of Information Security & Data Privacy principles and certifications

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    Focus on Design and Experience

    Using our banking and design background to deliver the ultimate wealth owner experience

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    Fast Implementation

    Pre-built views and component libraries and flexible integration framework


The single touchpoint for private clients