Wealth management

Temenos Wealth Front Office 

Powering investment advice and portfolio management at scale 

Developed specifically for advisors and portfolio managers, Temenos Wealth Front Office provides sophisticated functionality across profiling, modelling, performance reporting, risk and compliance and more. Benefit from out-of-the-box workflows ready to operate based on any customer needs. Power portfolio management at scale and increase productivity by automating investments, order generation, and compliance checks. Temenos Wealth Front Office supports the full spectrum of clients, from ultra-high-net-worth individuals to the mass affluent, and all standard asset classes, including OTC derivatives, structured products, and digital assets like cryptocurrencies. Easily integrate with other Temenos Wealth components or existing banks’ applications with a composable architecture, available on multiple Clouds, as SaaS or on-premise. 

Why Temenos for wealth management 

Personalized advisory & discretion management 

Deliver personalized advice and discretionary management services with dedicated workflows with Temenos Wealth Front Office. These include flexible ways to create asset allocation and model portfolios, including specific client constraints.  


Improve your portfolio and relationship managers’ efficiency with Temenos Wealth Front Office, to display and prioritise action via dashboards and alerting capabilities.


Deployed across firms of all sizes and used worldwide, Temenos Wealth Front Office is an industry battle-tested solution for the most demanding institutions. 

Depth & openness 

Temenos Wealth Front Office’s core functionalities go beyond traditional portfolio management features with performance attribution or AI-based advice. Leveraging an ecosystem of fintech partners, we are extending the scope of our solution with risk calculations, video conferencing, crypto custody and more. 

Customer success stories

“By enabling our client and portfolio managers to do more of the client onboarding work directly in Temenos Wealth Front Office, we are cutting duplicated effort dramatically. Today, our employees can even collect client signatures digitally, which means there is no more need to shuffle paper between different parts of the business.” 

Marc Vanvilthoven, Product Owner, ING

“We selected Temenos as our technology partner to future-proof the ongoing growth of our private bank… I am excited as this is a big step for ABN AMRO in harmonizing our IT infrastructure and speeding up digitization. We run our corporate and part of our private banking operations now from one single digital platform. We expect IT costs savings and efficiencies from the standardization of processes and products. With Temenos Wealth we are confident of achieving our ambition in offering the most innovative wealth management products and services in the industry.” 

Friso Westra, Head of IT Development Core Banking International, ABN AMRO