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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.

Topaz Platform Suite

Seamlessly integrated apps give users an impressive front door to your firm.

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.

Onboard
Goals

Collaborative goal capture, updates and tracking

Set, update and track financial and non-financial (health, education, philanthropy…) goals.

Goals
Wealth

360 degree view of wealth

Aggregated values and investment performance.

Wealth
Connect

Secure, compliant and contextual communication

Chat, audio and video collaboration between client and supporting team.

Connect
Safe

Simplified document storage and secure sharing

Categorize, organize and electronically sign from within digital vault.

Safe
Concierge

Digitized concierge services

Manage client requests personally, with in-house experts, or through external parties.

Concierge
Insight

Personalized, curated channel of proposals, ideas, and events

Generate awareness of and drive interaction with investment and regulatory communications.

Insight
Wallet

Cash banking in a single place

Consolidated cards and accounts, payments and cash movements.

Wallet
Governance

Ownership transparency with assets drill-down

Understand holdings of trusts, assets and people and the relationships between them.

Governance
Flow

Activity management with tasks and dashboards

Manage activities to ensure the relationship with clients is running smoothly.

Flow
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White Label

Apply your logos and visual signature across web and mobile.

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Design Studio

Ready-to-use colors, patterns and modular components, facilitating customizations and views.

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The digital relationship enabler for demanding wealth owners