Temenos Wealth provides an integrated portfolio management and securities trading platform for wealth managers and private bankers. It is also pre-integrated into Temenos Infinity to provide a seamless front-to-back wealth solution which is applicable:
- In any type and size of bank or wealth manager, across multiple entities and geographies
- Across all customer markets, from mass affluent to ultra-high net worth (U/HNW) individuals
- Via multiple innovative channels, consistently and in real-time
- On-premise or cloud
With its scalable innovative technology, Temenos Wealth will help you grow and digitize your business.
Temenos’ DataSource is an Enterprise Data Management solution that improves the quality of your market and reference data on an automated basis.
Embedded real-time advanced analytics built on a modern data platform.
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.
Regional functionality for over 150 countries using our packaged model bank framework to go-live faster.
The Next-Generation Wealth Manager
Advancing services and personalization with technology
$ 19 TRILLION+
Over 19 trillion+ in assets are managed with Temenos software
30% improvement in back office productivity
Up to 60 %
Up to 60% reduction in use of applications
Why Temenos Wealth?
Improves advisors’ decision making acting as a single source of truth. Temenos Wealth boosts productivity by freeing relationship and portfolio managers from administrative tasks and unlocks revenue through powerful analytics modules.
Reduces Costs & Risk
Aging core IT platforms have detrimental effects on total costs. Temenos Wealth can lower your organization’s costs through operational efficiencies, STP, scalability and reduced complexity.
Temenos’ ‘Build & Renovate’ approach allows you to install only the components that your business needs minimizing cost and implementation risk.
Better Customer Loyalty & New
Temenos Wealth is a key enabler of digital engagement encouraging more interactions and touchpoints between advisors and their clients, offering personalized products and services, overall encouraging client loyalty, trust and advocacy.
Temenos Wealth also enables wealth advisors to target not only the tradition U/HNWI segment but also the growing Mass Affluent segment, when combined with the automated Wealth Advisor capabilities of Temenos Infinity.
Tackles Regulation & Compliance Challenges
Temenos’ Country Model Bank provides country-specific localization to support local regulatory demands and market practices, The model bank approach also contains wealth specific industry best processes that can be used as the foundation for tailored configuration, allowing you to focus on key areas of customer service and differentiation.
Read the Success Story
“We are pleased with the go-live in Asia, which is our second home market. Temenos Wealth is laying the operational and technical foundation for our growth in the region. After last year’s integration of the Temenos T24 Transact platform in Luxembourg, this is the second major step in our effort to harmonize out IT landscape around the world.”Nick Dreckmann, COO – Julius Baer