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.
Temenos’ DataSource is an Enterprise Data Management solution that improves the quality of your market and reference data on an automated basis.
A comprehensive Reporting, Analytics and Business Intelligence product allowing banks to be more efficient and profitable by providing robust, banking specific, financial, profitability, customer, and digital analytics.
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.
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
$ 19 TRILLION+
Over 19 trillion+ in assets are managed with Temenos software
30% improvement in back office productivity
Up to 60 %
Up to 60% reduction in use of applications
Why Temenos Infinity Wealth?
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
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.
Temenos has supported ABN AMRO every step of the way providing solutions for international corporate banking, private banking, and global international payments.
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…
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
Watch this session to see how wealth management customer support can continue, even remotely, using a cloud-based XAI model for Smart Wealth Advice that recommends the most suitable financial instruments for clients while providing actionable insights.
Temenos Recognized as a Leader in The Forrester Wave™ for Digital Banking Processing Platforms for Corporate Banking
Temenos was named a leader among Digital Banking Processing Platform providers according to The Forrester Wave™: Digital Banking Processing Platforms (Corporate Banking), Q3 2020.
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.
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.
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.