Overview
Your essential private wealth management tool …
Temenos WealthManager is an integrated wealth management software platform designed specifically for private financial advisors. Whether you’re serving mass affluent investors or high and very high net worth individuals, WealthManager personalizes, simplifies and integrates your investment activity for precise control. A suite of proven wealth management software tools, it gives you a 360-degree view of your clients that combines flexible day-to-day management with elegant graphical dashboard reporting, accurate data aggregation and agile portfolio management.
Flexible, highly scalable, multi-lingual and multi-currency enabled, WealthManager is proven at investment and financial services institutions worldwide to improve client servicing, enhance compliance monitoring, increase advisor productivity and reduce operational cost. It offers superior features for all types and styles of investor and means you can support discretionary, advisory and brokerage businesses on a single wealth management software platform across multiple back offices.
Welcome to Temenos WealthManager.
WealthManager integrates seamlessly with your core banking systems using advanced middleware. Its unique data model merges all the data that is important to private wealth management, enabling you to work with fewer applications and access information that is easily aggregated into a client-centric view. In addition to improving your decision-making, a view-only subset of WealthManager’s functionality is available to your investors through the Client Portal – enabling them to access the same data and analytics as you.
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
World-class private investment software that delivers more …
Temenos WealthManager transforms private investment advice with a single integrated and simple-to-use toolkit that enables you to build your service closely around the investment contours of your clients. Able to support hundreds of thousands of clients and their portfolios, WealthManager frees you up to manage large books of business through dashboards and automated alert-based monitoring.
Peerless functionality: WealthManager provides a 360-degree view of your clients and their investments, helping you define client goals plus generate and track investment proposals quickly and simply. It calculates risk and maps performance while managing portfolios and monitoring compliance - enabling you to serve your clients seamlessly across single or multiple channels.
Superior productivity: easy-to-use and easy-to-configure, WealthManager reduces IT complexity by consolidating multiple systems into one enterprise-friendly architecture. It improves your client view with powerful reporting to deliver significant productivity and performance gains that give you a greater ‘share of wallet’ and higher assets under management per advisor.
Improved capability: with a proven international track record for delivering exceptional functional coverage and compliance for private wealth management, WealthManager is ideal for mass affluent sectors through to the highest net worth individuals.
Operational transformation: WealthManager has an established track record across Europe, the Americas and Asia-Pacific 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: end-to-end client management is built into WealthManager, improving the way you anticipate and respond to your clients’ needs with a complete, real-time view across all their investments, channels and relationships.
Integrated service deployment: provides a high performance foundation for you to manage client wealth - from processes and risks to investments and relationships - as well as deploy a full range of private wealth management services that improve day-to-day performance across hundreds of thousands of clients.
Total flexibility: with multi-currency, multi-language, multi-channel and multi-time zone functionality, WealthManager enables you to handle your clients with confidence wherever they are in the world.
Open software technology standards: because WealthManager is built on open software standards, it will integrate smoothly with all your existing banking systems - legacy included.