Overview
Sophisticated private wealth management for high value investors …
Temenos Triple’A Plus is a proven, world-class front and middle office portfolio management system that offers sophisticated investment management functionality across modelling, performance attribution and risk. Browser-based for easy use, it’s the must-have software solution for servicing the needs of today’s high net worth and ultra-high net worth clients.
Delivering state-of-the-art portfolios and positions analytics specifically for high value advisors and portfolio managers, Triple’A Plus improves your productivity by automating investment, order generation, compliance and client profiling processes. By building central and efficient investment processes across multiple business segments, Triple’A Plus increases your agility, autonomy and service performance with easy-to-use, real-time business configuration tools. Additionally, it enables your organization to service its customers in a multi-channel approach.
Welcome to Temenos Triple’ A Plus.
Combining advanced portfolio management and secure client data handling functionality, Triple’A Plus enables you to automate investment processes and focus on special cases - ‘exception management’. It’s a modular and flexible wealth management platform, with a strong integration layer that supports straight through processing (STP). Equipped with easy-to-use wizards and business logic editors, Triple’A Plus is simply configured to cover multiple markets and a range of regional business requirements.
For more information on private wealth management tools and private banking solutions from the leading experts in the area, come and talk to Temenos. Contact us on info@temenos.com.
Features And Benefits
Private investment software for high-end clients that delivers more …
Triple’A Plus incorporates wealth management industry best practice investment processes for your high and ultra high net worth clients. It offers unique configurability, comprehensive instrument coverage and flexible modelling capabilities that support discretionary portfolio, advisory and execution-only service models. Triple’A Plus helps you increase assets under management, improve customer service and boost investment performance.
Superior productivity: secure, browser-based, easy-to-use and easy-to-configure, Triple’A Plus simplifies your wealth management systems infrastructure. It improves your high net worth client view with powerful reporting, delivering significant performance gains that give you a greater ‘share of wallet’ and higher assets under management per advisor.
Operational transformation: Triple’A Plus has an established track record for increasing efficiency, mitigating risk, lowering costs, driving private wealth management growth and boosting profitability. Plus it streamlines and centralizes your private client data to lower your IT costs dramatically.
Enhanced client retention, satisfaction and value: secure CRM processes are built into Triple’A Plus, improving the way you anticipate and respond to your clients’ needs with a complete, real-time view across all their wealth management investments, channels and relationships.
High end functionality: with an easy-to-configure user interface, Triple’A Plus features client and portfolio monitoring, a proposal generator, portfolio rebalancing, risk monitoring and advanced performance analysis. Secure CRM tools are backed by workflow, task and interaction management - plus a range of personalization features that includes interfaces to all leading market news feeds.
Pinpoint control: delivers real-time portfolio information and workflow for optimal decision making that reflects your organisational requirements. All underpinned by automated processes for compliance and simple integration with multiple back office solutions and order management systems.
Exceptional vision: Triple A’Plus provides a 360-degree view of your high and ultra high net worth clients and their investments, helping you track investment proposals quickly and simply. It calculates risk, maps performance and manages wealth management portfolios (discretionary or otherwise) while monitoring compliance.
Total flexibility: with multi-currency, multi-language, multi-channel and multi-time zone functionality, Triple’A Plus enables you to handle your clients with confidence wherever they are in the world.
Open software technology standards: because Triple’A Plus is built on open software standards, it will integrate smoothly with all your existing banking systems - legacy included.