FOR External Asset Managers
The tailored aggregation & engagement platform
Designed to impress clients and empower relationship managers.
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.
Impressive front door to your firm
Streamlined reporting
Convenient client self-service
Empower relationship manager
What makes Topaz different
Unlike other data aggregation and reporting systems, Topaz is focused on providing the ultimate wealth owner experience.
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Your own look
Define your brand and visual signature. Create own look and feel.
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Focus on experience
HNWIs expect a premium digital user experience
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Quick setup
Tailoring and data integration takes much less time than you would think.
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Tailored
Every External Asset Manager is different and the digital channel should reflect that
