MiFID II Questionnaire
Suitability and appropriateness MiFID II questionnaire are integrated into the system. This covers categorization, suitability, appropriateness and best execution compliance checks.
MiFID II Order Checking
Input Controls and Trading Constraints based on the MiFID II customer profile are integrated into the Pre-Trade Compliance Check order stage.
Order & Proposal Management
All functions of order and proposal management respect the MiFID II questionnaire and order check.
Forbes Insights and Temenos began to chronicle the digitization of wealth management in 2016 with a global report that captured the arrival of robo-advisors. In 2018, we delved into the…
Temenos Wealth DataSource is an Enterprise Data Management solution that improves the quality of your market and references data on an automated basis.
Temenos Wealth is designed to industrialize the investment process allowing you to efficiently manage investments for large numbers of complex portfolios and achieve maximal investment performance.