Products

Temenos Wealth

Temenos 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 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 Wealth will help you grow and digitize your business.


Portfolio Management

Providing a broad range of portfolio modeling and rebalancing tools supporting both advisory and discretionary business models. Covering a wide range of assets including securities, derivatives, structured products and illiquid funds.

Client Reporting

A full range of in-person, electronic and paper-based reporting is available, using GIPS and AIMR compliant performance measures and a complete history of all trades undertaken together with the reason for the action.

Securities Order Management

The solution supports trading in a wide range of instruments for orders generated from portfolio rebalancing activities and manual order capture. The instruments range from fixed income and share-based securities, through ETD and OTC derivatives to structured products and a wide range of fund types.

Securities Trading

Market trades and OTC transactions are automatically triggered and executed following the flexible order management process. Sull STP including default settlement instructions are provided for across all instrument classes. Unusual settlement and pricing instruments such as illiquid funds can also be processed with a definable level of manual supervision.

Cash Accounts

A full range of cash accounts from current to deposit accounts is supported. Fixed deposits can also be processed together with Fiduciary Deposits when required. These capabilities are multi-currency.

Corporate Actions

An extensive range of mandatory and elective corporate actions are processed in the system, with an extensive set of rules regarding auto-election choices which can be established at institution, client, portfolio and asset level.


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.

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 Wealth?

Boosts Productivity

Improves advisors’ decision making acting as a single source of truth. Temenos Wealth boosts productivity by freeing relationship and portfolio managers from administrative tasks and unlocks revenue through powerful analytics modules.

Ready for take off: How wealthtech is helping wealth management to flourish in Latin America

Reduces Costs & Risk

Aging core IT platforms have detrimental effects on total costs. Temenos 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 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 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.

How can banks in Ghana overcome the financial crime challenge?

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

Mizrahi Tefahot

Israel’s third largest bank by assets, Mizrahi Tefahot provides a comprehensive range of commercial, personal and domestic banking services. To build on its leading position in the competitive Israeli banking…

MMG Bank

Panama ranks alongside London, Hong Kong, Geneva and Singapore as a global leader for wealth management and private banking. A stable economy, a business-friendly regulatory landscape and a high concentration…

ING Belgium

As economic growth in the eurozone remains sluggish, banks are under pressure to protect their margins. Enabling employees to focus on commercial work can be a powerful way for financial…

Julius Baer Success Story - Asian Lanterns

“We are pleased with the go-live in Asia, which is our second home market. Temenos Wealth is laying the operational and technical foundation for our growth in the region. After last year’s integration of the Temenos T24 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
Read the Success Story

You’re in Good Company

Latest Insights

Brochure

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.

Brochure

Temenos Wealth Brochure

Temenos 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.

Report

Forbes Report – The Next Generation Wealth Manager

To develop a full understanding of the qualities that will propel wealth managers successfully into the future, one must start with the client — high-net-worth individuals (HNWIs) and mass-affluent investors, both of whom bring to the table a tech-forward attitude and the will to grow their assets.


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