Temenos Wealth Management
A single platform of independent capabilities unifying digital, portfolio management, data, and core for wealth and private banking.
Explore our Wealth Management solutions
Digital Wealth
Offering exceptional client engagement, operational efficiency, and compelling digital experiences. Temenos Digital Wealth drives wealth management across all segments, from mass affluent to high-net worth, into the digital era.
Wealth Front Office
Empower advisors and portfolio managers with profiling, modeling, risk, compliance, and performance tools. Temenos Wealth Front Office offers ready-to-use workflows which can also be customized to match customer needs.
Securities
Temenos Securities streamlines back-office operations and enhances efficiency. Our flexible, cloud-native solution supports the entire investment lifecycle and enables real-time processing across multiple asset classes.
DataSource
Enhance market and reference data quality with automation, scalability, and flexibility. Temenos DataSource manages multiple data sources, adapts to changes, and reduces costs and risks from growing data volumes.
The de-facto solution for the wealth industry
Transform your wealth management services with Temenos Wealth. Our advanced front to back wealth and banking solution is designed to reduce costs through core automation and drive your end-to-end digital transformation journey. Trusted by leading global financial institutions and boutique firms, we drive efficiency, innovation, and sustainable growth – setting you apart in a competitive market.
Exceptional customer experience
Redefine client experiences with self-service investing, hybrid advisory, and AI-based smart advice.
Boost productivity
Increase productivity managing one or thousands of accounts simultaneously.
Quicker time-to-market
Accelerate time-to-market with open APIs, DevOps investing and support, and product flexibility in a curated partner ecosystem.
Compliance risk mitigation
Mitigate compliance risks with versatile pre- and post-trade controls, modular solutions, and global/local regulatory support.
High STP rates
Achieve high straight-through-processing rates with automated front-to-back processes, adherence to industry standards, and full integration.
Adapted cost model
Flexible cost model with SaaS, cloud, or on-premise deployment, a scalable platform, and multi-entity efficiency.
Real results
Industry recognition
Featured in WealthTech 100 2024
Temenos has been recognized in the WealthTech100 list of world’s most innovative WealthTech companies for 2024.
Leader in Forrester Wave for Digital Wealth Management
Temenos was named a Leader among Digital Wealth Management Platform (DWMP) providers according to The Forrester Wave™.
Leader in IDC Wealth Management Report
Temenos is positioned as a Leader in the IDC MarketScape: Worldwide Wealth Management 2025 Vendor Assessment.
Latest news
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Leading Banking Forward: TCF 2026, and beyond
Reflecting on TCF 2026 in Copenhagen, it’s clear that ‘Leading Banking Forward’ is more than a tagline, it’s a choice our community makes every day.
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Navigating the “Era of Exhaustion”: Rethinking Technology, AI, and Resilience in Thai Banking
Thai banks must shift from aggressive expansion to balancing the “iron triangle” of cost optimization, risk management, and strategic enablement amid modest loan growth and high household debt.
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Defining Taiwan’s Wealth 3.0 Moment: From Core Modernization to Intelligent Advisory
Exploring Taiwan’s Wealth 3.0 moment, this piece looks at how core modernisation is enabling intelligent advisory and next‑gen wealth services.
Frequently asked questions
In this section, you’ll find answers to some of the most common queries about Temenos Wealth. If you don’t find what you’re looking for, feel free to reach out – we’re happy to help!
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, APAC as well as Middle East and Latin America.
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’ behaviour to create unique and tailored offerings.
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.
At Temenos, we deliver a set of autonomous, standalone, and pre-integrated solutions so that firms can create their solution according to their needs. Firms can choose any capabilities (e.g., Front Office or Securities or both) and implement them simultaneously, as they are pre-integrated.