Built by Windmill · Private wealth · WealthTech
Topaz
The single touchpoint for private clients
Windmill's role: Product design and delivery.
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Topaz is a white-label client-experience layer for private banks, multi-family offices, external asset managers and trust companies. Onboarding, aggregated wealth, documents and the relationship manager in one place, without a core-banking programme.
The market
A private bank's client experience is assembled from parts that were never meant to meet: a custodian portal, a performance PDF, an email from the relationship manager, a spreadsheet nobody admits to. The client sees every seam, and judges the institution by them.
The problem
Fix what the client touches without going near the core banking system. Anything requiring a core migration would never have cleared risk, and would have taken years the operator did not have.
What we built
A white-labelled client-facing layer that sits above the existing stack and presents portfolios, documents and the advisor relationship as one product, designed so a relationship manager can put it in front of a private client without apologising for it.
Why it matters
Most wealth operators assume fixing the client experience means replacing the core. It usually does not. The layer above the system of record is where the client forms their opinion, and it is far cheaper to change.
Products
- Onboard
- Goals
- Wealth
- Connect
- Safe
- Concierge
- Insight
- Wallet