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.

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