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.
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.