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Wealth management

Engage, build and deliver wealth plans with your clients to help them achieve their wider financial goals using the latest in AI and modern cloud technology.

Temenos Wealth Front Office supports the full spectrum of clients, from ultra-high-net-worth individuals to the mass affluent, and all standard asset classes, including OTC derivatives, structured products, and digital assets like cryptocurrencies.

Temenos Wins ‘Most Innovative Banking Technology Partner of the Year’ with Stand-Out Digital Wealth Platform

Temenos wins Special Editor’s Award at 2019 Private Banking & Wealth Management Conference in Switzerland.

Temenos DataSource

Download Brochure to learn more on Temenos' DataSource: a centralized data management solution

Digital for Wealth

Temenos Digital for Wealth is an investment solution that provides a complete digital customer experience for servicing wealth products from mass affluent customers up to High-Net-Worth-Individuals.

Markets in Financial Instruments Directive II (MiFID)

Support for MiFID II is provided covering securities trading by private individuals. This includes both the profiling of investors’ knowledge levels and compliance enforcement during order processing activities.

Islamic banking – Temenos

A flexible and efficient award-winning solution enabling Shari’ah compliant innovation, scalability and digital engagement with your clients.

Highly Configurable Functionality

Improved capabilities in routing, tracking, product setup, customer servicing, exception management, automation, reporting.

Banco Itau – Success Story

Banco Itaú, the largest bank in Latin America, knows that it has...

Alpian – Success Story

Alpian SA is a new Swiss digital bank that provides people with...

Mirabaud – Success Story

The Swiss Private Bank, Mirabaud, will be launching the largest project the...

ING Belgium – Success Story

As economic growth in the eurozone remains sluggish, banks are under pressure...

Temenos Shortlisted for Family Wealth Report Awards 2014

Temenos has been shortlisted within the wealth management technology category of the Family Wealth Report Awards, for its transaction processing solution.