FOR Private Banks

The tailored aggregation & engagement platform

Designed to impress clients and empower relationship managers.

A tailored aggregation & engagement platform

The single digital touchpoint for your team and clients

Increasingly demanding clients need you to meet their high digital expectations. Topaz provides a holistic wealth overview and supports streamlined onboarding, collaboration and reporting.

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Impressive front door to your firm

Focus on user experience
Premium experience

Streamlined reporting

Reporting
Investment performance
Breakdowns

Convenient client self-service

Requests in-app
News updates
Access to cards
Documents

Empower relationship manager

Permission
Clients' requests
Tasks for the team
See what the family sees
Contextual communication

What makes Topaz different

Unlike other data aggregation and reporting systems, Topaz is focused on providing the ultimate wealth owner experience.

  • Focus on experience

    HNWIs expect a premium digital user experience.

  • Beyond wealth

    Supporting wealthy individuals is not only about their investments.

  • Tailored

    Every private bank is different and the digital channel should reflect that.

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The single touchpoint for private clients