Alternative Investments
A holistic, multi-jurisdictional, privacy-first platform enabling you to offer alternative investments to your private clients
AI-driven engagement for bankers and investors
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Rich content and real-time research delivered in a highly consumable way -
Ad hoc forms and reports produced on the fly
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Instant answers about investment options that ensure informed decisions
Intuitive banker dashboards and workflows
Rich homepage provides a summary of all client investments across funds with a comprehensive overview of pending actions, upcoming events, past activities, investment education and AI-generated content summaries.
Matching the best opportunities to your clients
Use robust filtering or pass a short quiz to get top compatibility fund recommendations.
Tailor and customize any view
We adapt Topaz based on requirements for the ideal client experience and to achieve maximum business value.
Seamless app extensions and updates management
Our team of experts will handle ongoing addition, validation, and rollout of new features and other app updates for you, with no technical expertise required.
Why Topaz for your alternative investment solution?
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Multi-jurisdictional capability
Our modern workflow engine simplifies regulatory compliance across multiple jurisdictions, investor types, fund structures, and distributor policies
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Privacy as solution cornerstone
Zero-access encryption gives clients greater control over their most sensitive data
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AI integration
Artificial Intelligence offers a personalized investment experience that meets the unique needs and preferences of your clients
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Mobile and web
Users can access their account and invest anytime, anywhere
