We understand wealth management and private banking …
The centre of gravity in private banking and wealth management is changing as client service and value added delivery become key competitive differentiators. The established private wealth management firms are under threat from new competitors. Evolving, ‘heavier touch’ regulatory and compliance frameworks are increasing your operating costs. Then there’s the new breed of well-informed, more technically savvy clients with higher expectations that take a superior investor experience for granted.
The clear trend is that private banks and wealth managers must alter their service infrastructures to keep pace. Greater operational efficiency, sharper performance and smarter delivery that collectively fit the client like a glove are must-have success factors – not just to succeed but also to survive. Historically the private wealth management sector is technologically underfunded. With legacy and manual systems still the norm rather than the exception, it’s the next generation wealth software solutions that hold the key to supporting your client relationship managers - and enhancing the entire private wealth management experience for your clients.
Welcome to Temenos Private Wealth Management Software Solutions.
Central to delivering this high performance is a range of wealth management software solutions that provide an integrated approach to financial service processes and service provision, CRM, portfolio management, performance, asset allocation and data management. That’s why it makes good business sense to work with a proven, world-class wealth management software partner able to deliver your client promise, lower your costs, maximise your profitability and add compelling competitive edge. With a best-selling pedigree and superior functionality that’s proven worldwide, our solutions give you the confidence to take your private wealth management and private banking operations to the next level.
For more information on wealth management and private banking solutions from the leading experts in the area, come and talk to Temenos. Contact us at firstname.lastname@example.org.
We think you’ll like what we have to offer …
Temenos is a recognized world leader in banking and investment software technology with over 700 installations in over 125 countries. Providing the essential solutions of choice for wealth management and private banking institutions worldwide, we deliver a performance platform that’s backed by award-winning functionality.
Temenos T24 for Private Wealth Management
T24 has been ranked as the first or second best-selling core banking software system worldwide for the last 14 years1. T24 for Private Wealth Management features rich, high performance functionality to enable banks meet all their private clients investment and banking needs in a single platform. A fully integrated front to back office solution, T24 for Private Wealth Management integrates with our wealth management front end, sophisticated portfolio Management , data management, business intelligence and anti-money laundering tools.
Find out more about T24
A comprehensive, easy-to-use wealth management desktopfor your advisors and relationship managers that provides client management, 360 degree view, Client onboarding, asset allocation, client reporting and data aggregation from multiple back office systems.
Find out more about WealthManager
Temenos Triple A Plus
It’s a proven, world-class front and middle office portfolio management system that offers sophisticated portfolio management functionality across modelling, performance attribution and risk. It’s the must-have software solution for servicing the needs of today’s high net worth and ultra-high net worth clients.
Find out more about Triple'A Plus
Temenos Insight For Private Wealth Management
Temenos Insight is our business intelligence and financial performance management reporting solution. Featuring integrated, easy-to-use profitability and AuM (Assets under Management)dashboards, Insight improves your market vision and helps you quickly identify your most profitable areas.
Find out more about Insight Risk Intelligence
Data hygiene is critically important for both regulatory compliance as well as to reduce operational costs thru straight thru processing. Temenos DataSource is an enterprise data management solution that automatically optimises the quality of your master data (for instance corporate actions, prices and static data) for lower operating costs and faster response.
Find out more about Temenos DataSource
1 International Banking Systems Sales League Table