FOR MULTI-FAMILY OFFICES

The tailored aggregation & engagement platform

Streamlined reporting and communication to meet growing digital expectations.

The tailored aggregation & engagement platform

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.

 

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Impressive front door to your firm

Focus on user experience
Premium experience

Streamlined reporting

Reporting
Investment performance
Breakdowns
Reporting
Clear overview

Convenient self-service

Requests in-app
News updates
Access to cards
Documents

Empower the family office team

Permission
Clients' requests
Tasks for the team
See what the family sees
Contextual communication

What makes Topaz different

Unlike other data aggregation and reporting systems, Topaz focuses on family member experience, simplicity and transparency.

  • Beyond wealth

    Supporting wealthy individuals is not only about their investments.

  • Tailored

    Every Multi-Family Office is different and the digital channel should reflect that.

  • Quick setup

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

  • Focus on experience

    HNWIs expect a premium digital user experience.

  • Your own look

    Define your brand and visual signature for an individual look and feel.

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