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 * Who we serve
     Back
   * Single Family Offices
   * Multi-Family Offices
   * Private Banks
   * External Asset Managers
   * Trust Companies & Foundations
 * Solutions
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   * AI Advisor
   * Aggregated Wealth
   * Crypto Trading
   * Markets Portal
   * Tax Compliance Certifications
 * Platform
 * Insights
 * Approach
 * About
     Back
   * Why Topaz
   * Our Story

Contact us
 * 


THE PREMIUM EXPERIENCE YOUR CLIENTS DESERVE

Our white-labeled wealth management software will improve private client service
levels and engagement, deepen relationships, and enhance company efficiency and
compliance.

Learn more



White Paper


TRANSFORM YOUR WEALTH MANAGEMENT STRATEGY TODAY

The impact of technology on the wealth management industry and the changing
expectations of HNWIs.

Download White Paper


SEAMLESSLY INTEGRATED APPS GIVE USERS AN IMPRESSIVE FRONT DOOR TO YOUR FIRM

Compelling capabilities designed for the HNWI from the ground up.

Platform Overview

Concierge

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

Insight

Generate awareness of market events, ideas, proposals and regulatory
communications through personalized, curated channel.

Wallet

Cash banking in a single place across multiple existing accounts.

Onboard

Make a great first impression with digital handholding through data gathering,
document collection and process execution.

Goals

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

Wealth

360 degree wealth view: Aggregated values, investment performance.

Connect

Secure, compliant and contextual collaboration with the client and supporting
team.

Safe

Secure viewing, storage and management of important documents.

Concierge

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

Insight

Generate awareness of market events, ideas, proposals and regulatory
communications through personalized, curated channel.

Wallet

Cash banking in a single place across multiple existing accounts.

Onboard

Make a great first impression with digital handholding through data gathering,
document collection and process execution.

Goals

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

Wealth

360 degree wealth view: Aggregated values, investment performance.

Connect

Secure, compliant and contextual collaboration with the client and supporting
team.

Safe

Secure viewing, storage and management of important documents.

Concierge

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

Insight

Generate awareness of market events, ideas, proposals and regulatory
communications through personalized, curated channel.

Wallet

Cash banking in a single place across multiple existing accounts.




TAILORED, MARKET-READY FINANCIAL SOLUTIONS AVAILABLE FASTER THAN YOU WOULD THINK

We guide you through some simple steps to transform your digital offering.

Learn More

 * 1. Define needs and choose relevant apps and views

 * 2. Tailor and customize any view

 * 3. Connect and integrate with your data and systems


OUR BLOG

Blog


AGGREGATED WEALTH MANAGEMENT: EMPOWER YOUR CLIENTS WITH A HOLISTIC VIEW OF THEIR
WEALTH

Miles Hobart
Blog


DIGITAL WEALTH MANAGEMENT – WHY IT’S ALL ABOUT THE SMARTPHONE APP

Miles Hobart
Blog


MEETING THE EVOLVING DIGITAL EXPECTATIONS OF HNWIS: INSIGHTS FROM WEALTHTECH
REPORTS FOR 2023

Miles Hobart


THE TAILORED AGGREGATION & ENGAGEMENT PLATFORM

We are a team of visionaries and experts helping family offices, external asset
managers, trust companies and private banks transform their client-facing
digital offering and get it quickly to market, powered by our holistic wealth
management experience frameworks.




START YOUR HI-TECH, HI-TOUCH RELATIONSHIPS WITH YOUR CLIENTS TODAY

Let us introduce you to Topaz.

Get in touch

Topaz Digital AG
Zugerstrasse 76B
6340 Baar
Switzerland
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