FOR External Asset Managers

The tailored aggregation & engagement platform

Designed to impress clients and empower relationship managers.

A tailored aggregation & engagement platform

The single digital touchpoint for your team and clients

Increasingly demanding clients need you to meet their high digital expectations. Topaz provides a holistic wealth overview and supports streamlined onboarding, collaboration and reporting.

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Branded, premium experience representing your firm

Focus on user experience
Premium experience

Streamlined reporting

Reporting
Investment performance
Breakdowns

Personalised online engagement

News updates
Documents

Empowered advisors

Permission
Clients' requests
See what the family sees
Contextual communication

What makes Topaz different

Unlike other data aggregation and reporting systems, Topaz is focused on providing the ultimate wealth owner experience.

  • Your own look

    Define your brand and visual signature. Create own look and feel.

  • Focus on experience

    HNWIs expect a premium digital user experience

  • Quick setup

    Tailoring and data integration takes much less time than you would think.

  • Tailored

    Every External Asset Manager is different and the digital channel should reflect that

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The single touchpoint for private clients