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Wealth Front Office

Next-generation portfolio management.

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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.