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Digital Wealth

An investment solution to power personalization, agility and customer centricity.

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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.

Personalized client engagement

Empower wealth managers with real-time data and tailored digital tools to deepen client relationships, foster trust, and deliver proactive advice. Clients gain control through self-service tools, portfolio transparency, and seamless omnichannel engagement. Enhanced collaboration tools strengthen advisor-client partnerships, ensuring informed decision making. By offering a cohesive and interactive experience, Temenos empowers clients and advisors alike, driving long-term financial success and a more personalized wealth management journey.

Empower clients with seamless, personalized wealth management

Empower clients with a seamless, intuitive wealth management experience that offers flexibility, transparency, and personalized support. With omnichannel access, they can manage investments anytime via web, mobile, or in-person interactions. A hybrid advisory model balances self-service with expert guidance, while customizable dashboards and secure collaboration tools enhance engagement and trust. Temenos Digital Wealth ensures clients stay connected, informed, and in control of their financial future.

Enhance agility with open architecture

Enhance agility with a cloud-agnostic, API-driven open architecture, enabling seamless integration, scalability, and adaptability. Flexible deployment supports public, private, or hybrid clouds, minimizing vendor lock-in. API-driven integration ensures smooth transitions with legacy systems, while a micro-app architecture allows modular expansion. A low-code/no-code environment accelerates innovation, reducing IT dependency and enabling rapid customization. This approach future-proofs digital infrastructure, fostering continuous growth and responsiveness to market needs.

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.

Real results

With this new digital ecosystem, we will have the client experience tools to help us prepare personalised advice and encounters with increased efficiency, allowing us to further spend quality dialogue time with our clients. We will be able to adapt more quickly to their needs, cater for future market trends, and remain committed to our core value of delivering a passionate, personalised, human service.

Camille Vial
CEO, Mirabaud

We can now offer a full digital spectrum of order execution, and discretionary asset management advisory services, completely through the platform, with compliance checks built-in. Transactions that were previously being done manually, or semi-manually, are now automated and can be performed by our clients and relationship managers. That has created a strong competitive advantage for the bank.

Spyros Loizou
Group Head of International IT, Eurobank Cyprus

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