Zugerstrasse 76B, 6340 Zug, Switzerland
Our white-labeled wealth management software will improve private client service levels and engagement, deepen relationships, and enhance company efficiency and compliance
Our mission
We believe that the digital interfaces with wealth owners require a fundamental reset. We will own the definitive, premium experience for private clients. We put the HNW client experience at the centre of our product, so our customers can demonstrate real coalescence of human trust, human expertise and digital enablement.
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......