A modular technology and experience platform
Application toolkits and integration layers allow us to fast-track your custom private client solution.
A digital engagement layer for interaction across web & mobile, eliminating the need for multiple application-specific portals.
Putting the client at the center
Deployed by Topaz or within your own hosted or on-premise environment, the platform integrates with in-house data sources and systems, replacing or enhancing existing legacy and point solution investments.
Onboard
First impressions count - digital onboarding with remote client identification
Make a great first impression with digital handholding through data gathering, document collection and process execution.
Goals
Collaborative goal capture, updates and tracking
Set, update and track financial and non-financial (health, education, philanthropy…) goals.
Wealth
360 degree view of wealth
Aggregated values and investment performance.
Connect
Secure, compliant and contextual communication
Chat, audio and video collaboration between client and supporting team.
Safe
Simplified document storage and secure sharing
Categorize, organize and electronically sign from within digital vault.
Concierge
Digitized concierge services
Manage client requests personally, with in-house experts, or through external parties.
Insight
Personalized, curated channel of proposals, ideas, and events
Generate awareness of and drive interaction with investment and regulatory communications.
Wallet
Cash banking in a single place
Consolidated cards and accounts, payments and cash movements.
Governance
Ownership transparency with assets drill-down
Understand holdings of trusts, assets and people and the relationships between them.
Flow
Activity management with tasks and dashboards
Manage activities to ensure the relationship with clients is running smoothly.
White Label
Apply your logos and visual signature across web and mobile.
Design Studio
Ready-to-use colors, patterns and modular components, facilitating customizations and views.
