Two men shaking hands. Colleagues can be seen in the background working and chatting.

Wealth Front Office

Next-generation portfolio management.

Connect with us View fact sheet

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.

Hyper-personalized investment approaches to match client demand

Improve client outcomes and experiences with personalized advisory and discretionary management services. With flexible tools, Temenos Wealth Front Office empowers advisors to create tailored asset allocation and model portfolios, taking into account specific client needs.

Drive greater efficiency

Provide your portfolio and relationship managers with a wide range of tools to maximize their efficiency, built around flexible and interactive dashboards. Prioritize key actions, optimize decision making, and manage client portfolios seamlessly. Having access to a clear, structured view of tasks and opportunities, Temenos empowers managers to deliver proactive, high-value advisory services while improving productivity and responsiveness in an increasingly dynamic financial landscape.

Achieve unmatched and scalable service reliability

Increase customer loyalty and referrals with a high-performance and reliable portfolio management solution that stands out. Suited to firms of all sizes and used worldwide, Temenos Wealth Front Office is an industry battle-tested solution that meets the needs of even the most demanding institutions.

A long-term platform for investment innovation

Our continual investments ensure that we are a reliable and innovative partner for our customers, covering both advances in investment management approaches and the technology needed to deliver them.

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

Explore all success stories

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

Explore Julius Baer's story

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

Explore ABN AMRO's story

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

Explore Eurobank Cyprus's story