Temenos Wealth

Temenos Wealth is a powerful wealth management solution specifically designed to address the challenges wealth managers are facing, helping them to run a sustainable and profitable business.

Product overview

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 that 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.

Portfolio Management

Providing a broad range of portfolio modeling and rebalancing tools supporting both advisory and discretionary business models. Covering a wide range of assets including securities, derivatives, structured products and illiquid funds.

Client Reporting

A full range of in-person, electronic and paper-based reporting is available, using GIPS and AIMR compliant performance measures and a complete history of all trades undertaken together with the reason for the action.

Securities Order Management

The solution supports trading in a wide range of instruments for orders generated from portfolio rebalancing activities and manual order capture. The instruments range from fixed income and share-based securities, through ETD and OTC derivatives to structured products and a wide range of fund types.

Securities Trading

Market trades and OTC transactions are automatically triggered and executed following the flexible order management process. Full STP including default settlement instructions are provided for across all instrument classes. Unusual settlement and pricing instruments such as illiquid funds can also be processed with a definable level of manual supervision.

Cash Accounts

A full range of cash accounts from current to deposit accounts is supported. Fixed deposits can also be processed together with Fiduciary Deposits when required. These capabilities are multi-currency.

Corporate Actions

An extensive range of mandatory and elective corporate actions are processed in the system, with an extensive set of rules regarding auto-election choices which can be established at institution, client, portfolio and asset level.

The Next-Generation Wealth Manager

Advancing services and personalization with technology

Measurable Success


Over 19 trillion+ in assets are managed with Temenos software

30 %

30% improvement in back office productivity

Up to 60 %

Up to 60% reduction in use of applications

Why Temenos Wealth?

Temenos Wealth - City skyscraper

Boosts Productivity

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.

Ready for take off: How wealthtech is helping wealth management to flourish in Latin America

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.

Temenos Wealth - Muslim couple using tablet

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.

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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.

Empowered by Technology blog

Wealth Managers Addressing New Client Expectations with Digital Technology and AI

Watch Temenos Wealth videos from Temenos 2020 events on-demand now.

Customer Success

Julius Baer Success Story - Asian Lanterns

“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 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
Read Success Story

You’re in Good Company

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.

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