The Widest Range of Instruments
The system processes transactions relating to the purchase, sale, settlement and holding of securities instruments, funds, derivatives and structured products.
There is full STP processing of elective and non-elective corporate events, with defaults set by security type, customer and portfolio.
Fees can be personalized at individual and family levels. This enables you to produce appropriate fee structures according to each customers’ position and proposed wealth management plan.
Accounts & Deposits
The system supports accounts and deposits varying from straightforward bullet transactions to more complex structured and fiduciary arrangements.
Establish conventional compensation hierarchies, together with balance sweeping and virtual account structures.
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.
Temenos and Forbes Insights surveyed 310 wealth managers (WMs) and high-net-worth individual investors across the globe about their acceptance and use of digital wealth technology including AI in wealth management.
As digital wealth technology including artificial intelligence (AI) increasingly finds its way into the hitherto traditional world of wealth management, a new balancing act has emerged that will define the future of the industry