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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
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.

Crypto
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.

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.

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.

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.

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.

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.

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The digital relationship enabler for demanding wealth owners