A modular technology and experience platform
Application toolkits and integration layers allow us to fast-track your custom private client solution.
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.
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.
Make a great first impression with digital handholding through data gathering, document collection and process execution.
Set, update and track financial and non-financial (health, education, philanthropy…) goals.
Aggregated values and investment performance.
Chat, audio and video collaboration between client and supporting team.
Categorize, organize and electronically sign from within digital vault.
Manage client requests personally, with in-house experts, or through external parties.
Generate awareness of and drive interaction with investment and regulatory communications.
Consolidated cards and accounts, payments and cash movements.
Understand holdings of trusts, assets and people and the relationships between them.
Manage activities to ensure the relationship with clients is running smoothly.
Apply your logos and visual signature across web and mobile.
Ready-to-use colors, patterns and modular components, facilitating customizations and views.