Solution introduction

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
  • Goals
  • Wealth
  • Connect
  • Safe
  • Concierge
  • Insight
  • Wallet
  • Governance
  • Flow
  • Give

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