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.
Crypto
Manage your crypto-currencies
Easy trading, market updates, performance and asset allocation views, transaction histories and notifications with integration with custodians and exchange partners.
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.
Frequently asked questions
We already have a document management system/authentication system/chat system etc – can we use those?
That is the beauty of Topaz. Rather than rip out and replace existing tools these can be integrated into the new client experience – as long as they have an API, which is very common today.
What if we want an app that you don’t offer?
We are continually building out our series of apps to give the fullest possible experience to wealth owners. If we have not yet reached an app that is a priority for you, we can work closely with you and fast-track design, development and deployment using our experience toolkit.
What makes you different from competitors?
Unlike other WealthTech providers, Topaz has just one singular purpose: serve the needs of private client user – holistically and completely. We do not produce generic “portals” which show only investment performance. We do not produce inflexible apps which cannot be tailored for a customer’s specific needs. And above all, we do NOT compromise on user experience.
Is this going to be hard to deploy/set up/adopt?
We are challenging the industry norm by delivering a premium experience to your clients in weeks not years. Our approach consists of a few logical steps, which allows you to identify your current business needs fast and for us to start working on transforming your digital proposition using our available apps, experience toolkit and visual library.
You may have abundant expert technical knowledge, or you may not have access to technology resources. In either case, we will be your trusted guide, helping you carefully through each step, at your preferred pace, mimimizing any disruption to your BAU operations, and always with a resolute focus on happy end users.
What about security? This is extremely sensitive data.
We have worked with Swiss private banks for many years, and have an in-depth experience of how to lock down the data. Topaz has been designed from the ground up as a secure system to ensure customer peace of mind.
We have a number of core principles which are intrinsic to our solution, including multi-factor authentication, client personal data location in customer private cloud ensuring your control and ownership, user access control by customer, full data encryption at rest and in transit, and a lot more.
