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WealthSuite

WealthSuite is an integrated software solution for wealth managers

WealthSuite's highly scalable technology offers integrated, multi-channel, front-to-back office capabilities.

An award-winning platform, WealthSuite offers a route towards better cost-efficiency, productivity, customer loyalty and compliance monitoring.


Wealth Management issues

  • Competition
  • Changing customer behaviors
  • Talent acquisition and retention
  • Regulatory burden
  • Operating efficiency and costs
  • Legacy technology and centralization of data

Digital Wealth Management for the Affluent Investor

A packaged robo-advisor solution for clients and advisors

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WealthSuite Brochure

The world’s leading Wealth Management solution.

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Temenos WealthSuite Front Office Brochure

Powerful, front office, omni-channel, modular capabilities on one single platform.

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How our WealthSuite solution helps

WealthSuite is designed to empower your business. The solution is industrializing the investment process, allowing you to efficiently manage investments for large numbers of complex portfolios and achieve maximal investment performance. Combining back office efficiency with front office differentiation, WealthSuite offers sophisticated portfolio management functionality to mass affluent and U/HNW clients, allied with CRM capabilities, mobile and internet banking capabilities and comprehensive back office support.

If you are looking for a single vendor solution, with the associated benefits of centralized support, WealthSuite promises to transform your business. WealthSuite offers:

  • Increased performance and revenue growth
  • Stronger customer loyalty
  • Advanced digital capabilities
  • Cost and risk reduction

What's included

Analytics & Reporting

Powerful banking analytics aiming to improve business decisions, optimize performance and enrich customer interaction.

Channels

Ground-breaking solutions enabling wealth managers to deliver products and services to all types of investors, across multiple channels, on any device and in any language - under a single user experience platform.

Core Banking

Fully integrated capabilities, deployable on-premise or in the Cloud. Highly scalable, built on award winning technology, available on one single platform.

DataSource

DataSource is an Enterprise Data Management solution that improves the quality of market and reference data on an automated basis, across business units of financial institutions.

Front Office

Integrated, role-specific, multi-channel capabilities for relationship management staff to support their daily interactions and long-term relationships with mass affluent and U/HNW customers.

Risk & Compliance

Best in class, affordable risk management solutions with incredible speed to market. Our solutions can integrate with any core and provide a full picture of regulatory concern.

Treasury

T24 Transact Treasury provides Temenos clients with a fully-integrated Treasury solution to make them more efficient, innovative, scalable and engaged with their customers


How it's delivered

We work with a global network of leading business, technology and services partners to reduce implementation risk, enable a faster time-to-market and provide innovation. Our technology partners include: HP, IBM, Oracle and Microsoft.

Our 'progressive renovation' approach allows you to install only the components of the Wealth Management portfolio your business needs, integrating them at a pace comfortable to your organization to minimize the cost, time and integration risk.

Latest Insight

Latest insight and opinion for Wealth

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AI and the modern wealth manager APAC

How artificial intelligence is creating a personalized investing experience in APAC.

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AI and the Modern Wealth Manager

How artificial intelligence is creating a personalized investing experience

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Technology and AI influencing the future of wealth management

Using technology to strengthen customer relationships.

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Serving the Mass Affluent

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Technology: the new fuel in wealth management relationship banking

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The Rise Of Bionic Wealth

Temenos & Forbes Insights surveyed 60+ wealth managers and 35 HNW clients about evolving experiences

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Artificial intelligence: coming soon to a service near you

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Our experts are on hand to help you