Everything begins with the idea

An experience view of the the wealthtech universe.

crypto wallet phone trading crypto on phone

Blog

What if… Aggregated crypto portfolio

Diana Chornobryvets

Advisory and Private Client Wealthtech Wrap-up 2021

Blog

Advisory and Private Client Wealthtech Wrap-up 2021

Diana Chornobryvets

5 trends in wealth management

Blog

Best cybersecurity practices for wealth managers: Why is cybersecurity so important?

Khushali Solanki

illustration family offices

Blog

How technology deepens relationships between HNWIs and multi-family offices

Diana Chornobryvets

Goal based Investing for the Future HNWI

Blog

What If… Goal-based Investing for the Future HNWI

Taras Bakusevych

Image depicts a company solving the puzzle together

Blog

3 rules of advicetech for wealth advisors

Diana Chornobryvets

Customer-Loyalty

Blog

How Digitalization is Disrupting Customer Loyalty

Malcolm Gledhill

Blog

What If… A Morning Routine for the Future HNWI

Topaz Editorial Team

Digital Solution Spear Phishing

Blog

Why Office-Client Communications are a Security Risk — And How to Fix It

Topaz Editorial Team

Next Gen Family Offices

Blog

Next Gen Family Offices: Three Directions They’re Headed

Topaz Editorial Team

Designing the Future of Wealth Management

Blog

Designing the Future of Wealth Management: It’s All About the Experience

Topaz Editorial Team

AI in Wealth Management post preview

Blog

AI in Wealth Management: Disruptive Challenges, Transformational Opportunities

Topaz Editorial Team

Financial UX

Financial UX

10 Tips for Better Financial UX Design

Taras Bakusevych