Temenos Transact for Wealth Management & Private Banking
Temenos Transact offers an integrated and deep set of capabilities around all areas of wealth management and private banking
The Widest Range of Instruments
The system processes transactions relating to the purchase, sale, settlement and holding of securities instruments, funds, derivatives and structured products.
There is full STP processing of elective and non-elective corporate events, with defaults set by security type, customer and portfolio.
Fees can be personalized at individual and family levels. This enables you to produce appropriate fee structures according to each customers’ position and proposed wealth management plan.
Accounts & Deposits
The system supports accounts and deposits varying from straightforward bullet transactions to more complex structured and fiduciary arrangements.
Establish conventional compensation hierarchies, together with balance sweeping and virtual account structures.