FOR Trust Companies & Foundations

The tailored aggregation & engagement platform

Designed for holistic asset visibility and intuitive collaboration.

A tailored aggregation & engagement platform

Holistic asset visibility and intuitive collaboration

Designed to meet clients growing digital expectations with intuitive collaboration and consolidation of all wealth structures and bankable and non-bankable assets.

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Impressive front door to your firm

Focus on user experience
Premium experience

Streamlined reporting

Reporting
Investment performance
Breakdowns
Reporting
Clear overview

Convenient client self-service

Requests in-app
News updates
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 client experience, transparency and simplicity.

  • Tailored

    Every Trust Company is different and the digital channel should reflect that.

  • Focus on experience

    HNWIs expect a premium digital user experience.

  • Quick setup

    Tailoring and data integration takes much less time than you would think.

  • Beyond wealth

    Supporting wealthy individuals is not only about their investments.

  • Your own look

    Define your brand and visual signature for an individual look and feel.

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The single touchpoint for private clients