
Powerful wealth front office capabilities with flexible, ready-to-use workflows.
Temenos Wealth Front Office provides comprehensive investment management capabilities, covering profile, modelling, performance attribution, risk, and compliance – all delivered with a unique depth of capability. It has ready-to-use workflows which can be modified and extended to suit your needs.
Key benefits of Temenos Wealth Front Office
Broad instrument coverage
From cash, equities and fixed income, to derivatives and structured products.
Sophisticated portfolio management
Complex and multi-layered portfolio rebalancing capabilities.
Discretionary, advisory, and execution
Deep support for all normal modes of client relationship management.
End-to-end trade compliance
Trade compliance is checked at all stages of the investment management process.
High automation
Highly automated to preserve efficiency and margin, but human intervention allowed for relationship optimization.
Real results
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 core banking platform in Luxembourg, this is the second major step in our effort to harmonize our IT landscape around the world.
Nic Dreckmann
COO, Julius Baer
The Temenos platform’s design—a single codebase, API architecture, and suite of pre-integrated modules—delivers operational efficiencies and scalability, with the flexibility needed to tailor solutions and products for individual countries.
Marnix Tummers
IT Director of Wealth Management, ABN AMRO
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