FOR Trust Companies & Foundations
The tailored aggregation & engagement platform
Designed for holistic asset visibility and intuitive collaboration.
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.
Impressive front door to your firm
Streamlined reporting
Convenient client self-service
Empower relationship manager
What makes Topaz different
Unlike other data aggregation and reporting systems, Topaz is focused on client experience, transparency and simplicity.
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Tailored
Every Trust Company is different and the digital channel should reflect that.
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Focus on experience
HNWIs expect a premium digital user experience.
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Quick setup
Tailoring and data integration takes much less time than you would think.
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Beyond wealth
Supporting wealthy individuals is not only about their investments.
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Your own look
Define your brand and visual signature for an individual look and feel.
