Overview
What is Temenos Wealth?
Temenos Wealth is a wealth management solution designed to empower portfolio and relationship managers in large global financial institutions and boutique firms. According to the vendor, this platform supports digital transformation and enables professionals in the private wealth management industry,...
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What is Temenos Wealth?
Temenos Wealth is a wealth management solution designed to empower portfolio and relationship managers in large global financial institutions and boutique firms. According to the vendor, this platform supports digital transformation and enables professionals in the private wealth management industry, wealth techs, neobanks, universal banks, and other financial institutions to differentiate, innovate, and optimize their services. With an end-to-end approach, Temenos Wealth is used by these institutions to adapt to new clients' needs, offer personalized services, reduce costs, and facilitate impactful investments aligned with environmental, social, and governance (ESG) principles.
Key Features
End-to-End Wealth Management: According to the vendor, Temenos Wealth provides a composable end-to-end solution for wealth management, empowering portfolio and relationship managers to differentiate, innovate, and optimize their services. It supports digital transformation with a front-to-back architecture and is used by large global financial institutions and boutique firms.
Adapt to new clients: The vendor claims that Temenos Wealth offers a versatile low-code digital platform for self-service, a complete front-office solution for advisors and portfolio managers, and enables the implementation of the right investment strategy with transparent reporting, allowing Private Wealth Management firms to adapt to the changing needs of their clients.
Differentiate with hyper-personalization: According to the vendor, Temenos Wealth enables wealth management firms to differentiate their offerings by providing personalized services. It supports ethical and sustainable investments, offers AI-augmented advice, and covers a wide range of asset classes, including private equity, structured products, and digital assets like cryptocurrencies.
Reduce costs: The vendor states that Temenos Wealth leverages cloud technology to help reduce infrastructure and operational costs for financial institutions. It is available on a SaaS subscription basis, delivers high straight-through-processing rates through automation, reduces manual intervention, and enables scalable, hybrid advisory models for targeting the mass affluent market.
Impactful investments: According to the vendor, Temenos Wealth enables banks to improve client interaction by offering investment strategies aligned with their values. It measures the positive impact of investments on the environment, society, and governance best practices, supporting the growing trend of ESG (Environmental, Social, and Governance) investing.
Temenos Wealth Video
Temenos Wealth Technical Details
Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
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Operating Systems | Windows |
Mobile Application | No |