Wealth Management - Family playing on the beach
Temenos Infinity – digital banking platform

Digital Wealth Management

Temenos Digital Wealth Management 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.

The Market View

Why Temenos Infinity Wealth?

Offer Next-Generation Investment Experiences

Engage with your investors in an easy and low friction way compared to traditional investment services. Provide your customers the self-service capability to access their investment accounts, react fast to market changes and be in complete control of their investment portfolio.

How Banks Invest Their Money

Convert Savers to Investors

Bring investment services to the Mass Affluent clients and keep their financial assets in your bank by offering the best investment services and products for all their financial needs. Seamlessly integrate their retail and investment experience in one app and build long terms customer relationships.

Technology and AI influencing the future of wealth management

Digitalize Wealth Management

Support the digital servicing of the new generation of High-Net-Worth Individuals. Provide tools for digital collaboration with investment advisors and introduce a hybrid model. Reduce the cost of servicing by enabling your customers to self-service and take control of their investment decisions.

Microservices - Man in suit holding a laptop

Increase Agility

Get to market fast with an extensive repository of ready-to-go features. Have the freedom to align the open and flexible platform of Temenos Infinity to your digital banking architecture. Use any cloud platform of your choice and elastically scale on demand. Simplify the connectivity to any core banking system and implement changes fast while managing application development time and costs. Leverage advanced micro-services and APIs to create your banking apps.

How is AI outsmarting criminals?

Create Smart Digital Experiences

Create frictionless, personalized and secure banking experiences to increase customer satisfaction. Use data analytics, AI and smart banking capabilities to provide actionable customer insights. Drive stronger customer engagement and loyalty through a multi-channel strategy from native mobile apps, web apps.

Go Beyond Banking

Thrive in a world of open banking and FinTechs by easily integrating to 3rd party systems or leverage pre-built integrations from the Temenos Marketplace. Create your own digital ecosystem and aggregate data from external providers to deliver value-added services and open innovation to your clients.

Product Overview

Portfolio Analyzer

Provide your customers with detailed investment insights to have a better understanding of their portfolio. Investors can analyze asset allocations, exposure and performance contribution as well as project future cash flow.

Portfolio Servicing

Enable customers to manage their investment services digitally via easy to use, convenient digital self-service tools. Transaction history, account details and statements are all in one place under the fingertips of the customer.

Securities Orders

Allow investors to manage their trading orders with ease. Select investment products, submit the common type of securities orders and get notified about the settlement. Offer watch list capabilities so investors can focus on their preferred assets.

Investment Advisory

Let your investment advisors engage with clients digitally by providing investment proposals, portfolio health checks and strategy review services. Achieve better collaboration and allow for greater personalization by finding the best products for your clients using clients risk profiling and personalized asset allocation.

Currency Management

Allow customers to manage accounts in multiple currencies, exchange currencies and submit FX spot orders.

Personalized Dashboard

Provide your investors a holistic financial view of their Savings, Checking and Investment accounts via dashboards allowing them to be always on top of their finances.

Market Data

Integrate market data feed to your digital investment service to provide top financial market news, live currency rates, pricing charts and documents (KIDs) to help your investors understand investment products and support decision making.

Messages & Notifications

Enable your investors to react to market changes faster via smart alerts and notifications personalized to their preferences.

Temenos Platform

Cloud-Native, Cloud-Agnostic

Lower costs with the elastic scalability, security, and control you need to shape your business.

APIs & Extensibility

Innovate faster with access to over 700 open APIs in the largest FinTech ecosystem.

Microservices & Containers

Microservice architectures enable continuous application upgrades and cloud scalability.

Distributed Database

Achieve true horizontal scalability in the database layer and operate on an active-active basis across multi-cloud.

Temenos Continuous Deployment – DevOps

Reduce cost and shorten software release cycles – code in the morning, deploy in the afternoon.

Security & Immutable Logging

Protect your bank from modern digital threats with the highest levels of security.

AI & Machine Learning

Explainable AI enables transparency into automated decisions and provides intelligent banking by growing revenues, cutting costs and enhancing the customer experience.

Latest News