Digital Wealth
An investment solution to power personalization, agility and customer centricity.
A complete digital solution to drive exceptional experiences
Drive operational efficiency and customer loyalty with personalized, secure, and scalable investment solutions from Temenos Digital Wealth. Take your client experience to the next level with tailored dashboards, self-service tools, and engaging, omnichannel experiences. With hybrid advisory models and real-time insights, spend more time focusing on your business and client needs to accelerate growth across all segments.
Key features of Temenos Digital Wealth
Temenos Digital Wealth offers a wide range of market-leading features to comprehensively support your digital wealth business and empower your clients to take control of their financial future.
Personalized dashboard
A comprehensive financial view with multi-entity access, portfolio details, and customer dashboard.
Portfolio servicing
Clear view of holdings, transactions, performance tracking, account movements, and detailed reporting.
Securities orders
Streamlined product selection, order management, trade checks, watchlist, and order blotter.
Investment advisory
Enhance advisor collaboration with suitability profiles, investment proposals, portfolio checks, and personalized asset allocation.
Portfolio analysis
Track asset types, regions, sectors, currency allocations, performance metrics and profit/loss metrics.
Market data
Integrated market data, news, indices, pricing charts, and exchange data insights.