Temenos Infinity Wealth
Temenos Infinity Wealth is a powerful wealth management solution specifically designed to address the challenges wealth managers are facing, helping them to run a sustainable and profitable business.
Product Overview
Temenos Infinity Wealth provides an integrated portfolio management and securities trading platform for wealth managers and private bankers. It is also pre-integrated into Temenos Infinity to provide a seamless front-to-back wealth solution which is applicable:
- In any type and size of bank or wealth manager, across multiple entities and geographies
- Across all customer markets, from mass affluent to ultra-high net worth (U/HNW) individuals
- Via multiple innovative channels, consistently and in real-time
- On-premise or cloud
With its scalable innovative technology, Temenos Infinity Wealth will help you grow and digitize your business.
Supporting Products
Temenos DataSource
Temenos’ DataSource is an Enterprise Data Management solution that improves the quality of your market and reference data on an automated basis.
Temenos Data & Analytics
Embedded real-time advanced analytics built on a modern data platform.
Markets in Financial Instruments Directive II (MiFID)
Support for MiFID II is provided covering securities trading by private individuals. This includes both the profiling of investors’ knowledge levels and compliance enforcement during order processing activities.
Temenos Country Model Banks
Regional functionality for over 150 countries using our packaged model bank framework to go-live faster.
The Next-Generation Wealth Manager
Advancing services and personalization with technology
Measurable Success
$ 19 TRILLION+
Over 19 trillion+ in assets are managed with Temenos software
30 %
30% improvement in back office productivity
Up to 60 %
Up to 60% reduction in use of applications
Why Temenos Infinity Wealth?
Boosts Productivity
Improves advisors’ decision making acting as a single source of truth. Temenos Infinity Wealth boosts productivity by freeing relationship and portfolio managers from administrative tasks and unlocks revenue through powerful analytics modules.
Reduces Costs & Risk
Aging core IT platforms have detrimental effects on total costs. Temenos Infinity Wealth can lower your organization’s costs through operational efficiencies, STP, scalability and reduced complexity.
Temenos’ ‘Build & Renovate’ approach allows you to install only the components that your business needs minimizing cost and implementation risk.
Better Customer Loyalty & New
Opportunities
Temenos Infinity Wealth is a key enabler of digital engagement encouraging more interactions and touchpoints between advisors and their clients, offering personalized products and services, overall encouraging client loyalty, trust and advocacy.
Temenos Infinity Wealth also enables wealth advisors to target not only the tradition U/HNWI segment but also the growing Mass Affluent segment, when combined with the automated Wealth Advisor capabilities of Temenos Infinity.
Tackles Regulation & Compliance Challenges
Temenos’ Country Model Bank provides country-specific localization to support local regulatory demands and market practices, The model bank approach also contains wealth specific industry best processes that can be used as the foundation for tailored configuration, allowing you to focus on key areas of customer service and differentiation.
Customer Success
ABN AMRO – Success Story
Temenos has supported ABN AMRO every step of the way providing solutions for international corporate banking, private banking, and global international payments.
ACCU – Success Story
Asian Confederation of Credit Unions (ACCU) provides technology services to over 26,000 finance companies. Today, it focuses on helping members to roll out digital packages that make it simple, quick…
ACLEDA – Success Story
Following a strategic shift, ACLEDA entered the banking market, and implemented Temenos Transact to underpin the transformation.
Read the Success Story“We are pleased with the go-live in Asia, which is our second home market. Temenos Infinity Wealth is laying the operational and technical foundation for our growth in the region. After last year’s integration of the Temenos Transact platform in Luxembourg, this is the second major step in our effort to harmonize out IT landscape around the world.”
Nick Dreckmann, COO – Julius Baer
You’re in Good Company
Temenos Platform
Latest Insights
Temenos Infinity – The Traditional Wealth Manager, Digital Technology, AI and Changing Client Expectations
Wealth Management has often been seen as lagging behind the rest of the financial services sector in terms of digitization. Watch this session to see how this is far from being the case.
DataSource Brochure
Temenos Wealth DataSource is an Enterprise Data Management solution that improves the quality of your market and references data on an automated basis.
Temenos Infinity Wealth Brochure
Temenos Infinity Wealth is designed to industrialize the investment process allowing you to efficiently manage investments for large numbers of complex portfolios and achieve maximal investment performance.
Latest News
Leading Vietnamese Bank Selects Temenos Infinity Wealth to Bring Pioneering Wealth Management Services to Investments Market
Military Commercial Joint Stock Bank adds Temenos Infinity Wealth to its Temenos Transact core banking product to gain a front-to-back, AI-powered wealth management solution.
Temenos Infinity Wealth Named ‘Best Onboarding Solution’ at 2020 Wealth Briefing Asia Awards
Cloud-native, AI-powered Temenos Infinity Wealth won judges recognition for optimizing client onboarding and driving business profitability.
Itaú Private Bank International Selects Temenos SaaS to Power International Banking Operations on a Single Wealth Management Platform
Itaú Group extends its relationship with Temenos, choosing SaaS-powered Temenos Infinity Wealth and Temenos Transact – fully configured, pre-packaged solutions with embedded local compliance for the bank’s Swiss and U.S. operations.
