The tailored aggregation & engagement platform
Streamlined reporting and communication to meet growing digital expectations.
Streamlined reporting and communication
HNWI demands and standards are increasing, while Multi-Family Offices aspire to deepen relationships with their families. Topaz offers secure and personalized client collaboration, reporting and self service.
Impressive front door to your firm
Streamlined reporting
Convenient self-service
Empower the family office team
What makes Topaz different
Unlike other data aggregation and reporting systems, Topaz focuses on family member experience, simplicity and transparency.
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Beyond wealth
Supporting wealthy individuals is not only about their investments.
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Tailored
Every Multi-Family Office is different and the digital channel should reflect that.
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Quick setup
Tailoring and data integration takes much less time than you would think.
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Focus on experience
HNWIs expect a premium digital user experience.
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Your own look
Define your brand and visual signature for an individual look and feel.
