Everything begins with the idea

An experience view of the the wealthtech universe.

What if AI advisor

Blog

What if… Creating and distributing investment ideas which are enticing and effective

Topaz Editorial Team

Original series

Holistic client experience

Miles Hobart

Blog

The Digital External Asset Manager: What’s next in EAM software?

Topaz Editorial Team

crypto wallet phone trading crypto on phone

Blog

What if… Aggregated crypto portfolio

Topaz Editorial Team

Advisory and Private Client Wealthtech Wrap-up 2021

Blog

Advisory and Private Client Wealthtech Wrap-up 2021

Topaz Editorial Team

5 trends in wealth management

Blog

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

Topaz Editorial Team

illustration family offices

Blog

How technology deepens relationships between HNWIs and multi-family offices

Topaz Editorial Team

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

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3 rules of advicetech for wealth advisors

Topaz Editorial Team

Customer-Loyalty

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How Digitalization is Disrupting Customer Loyalty

Topaz Editorial Team

Blog

What If… A Morning Routine for the Future HNWI

Topaz Editorial Team

Digital Solution Spear Phishing

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

Topaz Editorial Team

Next Gen Family Offices

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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

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AI in Wealth Management: Disruptive Challenges, Transformational Opportunities

Topaz Editorial Team

Financial UX

Financial UX

10 Tips for Better Financial UX Design

Taras Bakusevych