Tailored market-ready financial solutions in weeks not years
Every situation has differences in scope, priorities and technical environments. We bring an open mind, and guide you through some simple steps to transform your digital offering.
Discover your user needs and business goals fast
We build a shared understanding of the problem, users, and business goals, and existing system and data landscape, then define the key challenges, journeys, and flows for the ideal experience.
Order management
Market updates
Remote onboarding
Wealth reporting
Advisory
Goal-based investing
Trust management
Cards & payments
Digital signature
Philanthropy
Communication
Collaboration
KYC
Crypto investing
Choose from the extensive set of apps and views covering key use cases
We use our available apps, experience toolkit and visual library to create prototypes for key views which deliver the biggest impact, iterate on these with you, and generate concept screens.
Get acquainted
Onboard
Store
Wallet
Achieve
Goals
Manage
Wealth
Learn
Insight
Communicate
Connect
Tailor and customize any view
We adapt Topaz based on requirements for the ideal client experience and to achieve maximum business value.
Quick connection with your infrastructure
We quickly and securely connect with data sources and other systems with our flexible integration framework.
Define your look
We create and apply your brand and visual signature - uniquely yours with our white-labeled apps.
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.
Frequently asked questions
We already have a document management system/authentication system/chat system etc – can we use those?
That is the beauty of Topaz. Rather than rip out and replace existing tools these can be integrated into the new client experience – as long as they have an API, which is very common today.
What if we want an app that you don’t offer?
We are continually building out our series of apps to give the fullest possible experience to wealth owners. If we have not yet reached an app that is a priority for you, we can work closely with you and fast-track design, development and deployment using our experience toolkit.
What makes you different from competitors?
Unlike other WealthTech providers, Topaz has just one singular purpose: serve the needs of private client user – holistically and completely. We do not produce generic “portals” which show only investment performance. We do not produce inflexible apps which cannot be tailored for a customer’s specific needs. And above all, we do NOT compromise on user experience.
Is this going to be hard to deploy/set up/adopt?
We are challenging the industry norm by delivering a premium experience to your clients in weeks not years. Our approach consists of a few logical steps, which allows you to identify your current business needs fast and for us to start working on transforming your digital proposition using our available apps, experience toolkit and visual library.
You may have abundant expert technical knowledge, or you may not have access to technology resources. In either case, we will be your trusted guide, helping you carefully through each step, at your preferred pace, mimimizing any disruption to your BAU operations, and always with a resolute focus on happy end users.
What about security? This is extremely sensitive data.
We have worked with Swiss private banks for many years, and have an in-depth experience of how to lock down the data. Topaz has been designed from the ground up as a secure system to ensure customer peace of mind.
We have a number of core principles which are intrinsic to our solution, including multi-factor authentication, client personal data location in customer private cloud ensuring your control and ownership, user access control by customer, full data encryption at rest and in transit, and a lot more.
