WealthManager is an integrated Wealth Management Platform designed to simplify and improve the daily work of professionals who advise and serve private investors. The platform is a suite of components that can be combined flexibly to create a wide variety of leading business solutions including Advisor Workstation, Client Management and 360 degrees Views, Client Reporting with Data Aggregation, and Portfolio Management.
WealthManager is highly scalable, multi-lingual, and multi-currency, and provides proven technology that allows firms to improve client service levels, enhance compliance monitoring, increase advisor productivity and reduce IT and Operations costs.
WealthManager offers superior features for all client segments from Mass Affluent to High Net Worth investors and enables wealth management firms to support discretionary, advisory and brokerage businesses on a single platform across multiple back offices.
salesteam@temenos.com
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Solution Overview
Fact Sheet