
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.

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.
The power of end-to-end wealth management
Around 80% of millennials will look for a new financial advisor after inheriting their parents’ wealth. In a very competitive environment with cost pressures, Wealth players have to deal with IT inefficiency, a changing investment climate and new generations of customers. Meet Alan, Head of Wealth Management at Trust Bank, who had the challenge of selecting a modern Wealth system, covering the full value chain, that could deliver a complete experience for all their clients and employees and differentiate their service. Alan explores the power of an end-to-end service to deliver proactive, timely and online investment advice to clients, and ESG investing services to help investors incorporate impact investing into their portfolios.
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.