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 Analytics
Markets in Financial Instruments Directive II (MiFID)
Temenos Country Model Banks
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.
Temenos Events On-Demand
Watch all Temenos Wealth videos from Temenos 2020 events on-demand now.
Customer Success
ABN AMRO – Success Story
ACCU – Success Story
ACLEDA – Success Story
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
