End-to-End Wealth Management 

Empowering portfolio and relationship managers to differentiate, innovate and optimize with a composable end-to-end solution.

The de facto solution for the wealth industry

With clients among the largest global financial institutions and boutique firms, Temenos Wealth enables differentiation, delivers cost reductions, and leverages the latest technology to support end-to-end digital transformation with a composable front-to-back architecture.

Adapt to new clients

A generational transfer of wealth is underway. Private Wealth Management (PWM) firms must adapt to new clients craving a superior digital experience, greater price transparency, and financial performance. Deliver exceptional customer experiences with Temenos Wealth, a self-service offering based on a versatile low-code digital platform. Our complete front-office solution enables advisors and portfolio managers to implement the right investment strategy and deliver transparent reporting, including performance attribution.

Differentiate with hyper-personalization

Wealth management is a growing business, attracting new Wealth Techs, neobanks, and a renewed focus from universal banks. Differentiate your offering with highly personalized services, such as ethical and sustainable investments or AI-augmented advice. Offer standard asset classes, including private equity, structured products and managing digital assets like cryptocurrencies through Temenos Exchange partners.

Reduce costs

Leverage cloud technology to lower infrastructure and operational costs with Temenos Wealth- available on a SaaS subscription basis. Our solution delivers high straight-through-processing rates through automation, and reduces manual intervention across the value chain. With Temenos Wealth, firms can target the mass affluent market with a scalable, hybrid advisory model. For larger banks, its multi-entity capabilities streamline processes and reduce costs.

Impactful investments

ESG investing has become a significant trend globally, and increasingly wealth clients are demanding their investments align with projects and companies that promote environmental, social, and governance best practices. Temenos Wealth helps banks to improve client interaction by offering investment strategies aligned with their values and by measuring the positive impact of their money on the world.

With clients among the largest global financial institutions and boutique firms, Temenos Wealth is the de facto software solution for the Private Wealth Management (PWM) industry. It enables differentiation through superior digital and front-office capabilities, delivers cost reductions with core automation, leverages the latest technology, and supports your end-to-end digital transformation with a composable front-to-back architecture.

Unique breadth and depth

Hyper-personalized services

Composable architecture

Digital engagement

Automated process

High-touch

Frequently asked questions

At Temenos, we deliver a set of autonomous, standalone, and pre-integrated solutions so that firms can compose their solution according to their needs. Firms can choose any components (e.g., Front Office or Securities or both) and implement them simultaneously as they are pre-integrated.

Hyper personalization is the ability to leverage data in a structured manner so that you can understand your clients better and create products and services based on their unique needs. Private banking is a highly personalized sector. Dedicated relationship managers extensively use data and artificial intelligence solutions to analyze their clients’ behavior and create semi-bespoke proposals that will at least make a perception of a unique, tailored offering.

Yes, all Temenos Wealth components are available as-a-service. Traditionally private banking deployment was on-premise due to banking privacy and confidentially. But now, the whole industry is moving to cloud and SaaS, and we support all methods: Cloud, SaaS, and on-premise deployment.

We serve some of the largest global financial institutions in the world, but we have also implemented our Wealth solution in boutique firms. Our offering covers the full spectrum of clients from ultra-high-net-worth individuals down to the mass affluent across the world. Our global footprint covers traditional wealth management markets like Europe, Asia and North America, but we also serve clients in APAC and Latin America.

Learn more…

about how Temenos Wealth can enable differentiation, deliver cost reductions, and leverage the latest technology to support end-to-end digital transformation with a composable front-to-back architecture.

Temenos Wealth provides the flexibility and efficiency we need in discretionary portfolio management”

Giovanni Leonardo
Head of Investments, Schroders Wealth Management, Switzerland

Temenos is a company that is constantly striving for innovation making a change with the digital transformation that they offer to their clients.”

Elena Hernan
VP Technology, MMG Bank Corporation

The rapid launch of our new, truly universal digital wealth platform supports our international operations and enables us to scale for global expansion in years to come.”

Fernando Beyruti
Head of Itaú Private Bank International, Itaú

With Temenos Wealth, we are confident of achieving our ambition of offering the most innovative wealth management products and services in the industry.”

Friso Westra
Head of International Core and Wealth IT Delivery, ABN AMRO

See more success stories

Digital wealth

A digital investment solution powering a complete digital customer experience to service wealth products for retail and mass affluent customers up to high-net-worth individuals. Digitalize wealth management services and deliver hybrid advisory models for the new generation of high-net-worth investors.

Asset and securities processing

An integrated and deep set of capabilities to support all wealth management and private banking areas. With the broadest range of instruments, Temenos Transact processes transactions relating to the purchase, sale, settlement, and holding of securities instruments, funds, derivatives, and structured products.

Next-generation portfolio management

Specifically developed for advisors and portfolio managers, offering sophisticated functionality across profiling, modeling, performance attribution, risk and compliance, and more. Temenos Wealth Front Office is a world-class portfolio management system; a fully customizable product offering with pre-configured workflows ready to operate and customize to customer needs.

Improve your data

Improve the quality of your market and references data on an automated basis. With scalable architecture and flexibility, Temenos Data Source can efficiently manage high volumes of data and adapt to fast changing environments, while reducing the costs and risks connected with growing volumes of data management.

Wealth Management Trends for 2022

The key trends in wealth management, by Temenos, are analyzing the new reality in wealth management that led to some genuinely innovative remote delivery solutions and a laser focus on all things related to Customer Experience.

Seizing the Wealth Market in Thailand

As in other regions that have witnessed similar economic performance, Thailand is now home to a rapidly growing middle class, characterized, as elsewhere, by higher levels of disposable income. Not…