Name: Temenos Wealth
Author: Temenos

Digital Adoption

Help Desk

Web and Video Conferencing

Customer Support

Mobile App Development

Push Notifications

Text Editors

Development

Online Learning

Education

Business Intelligence (BI)

Collaboration

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Recruitment Automation

Resume Parsing

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Agent Builder

App Development

Browser

Cloud Storage

Component Content Management

Data Center Infrastructure Management

Fraud Detection

Hosted Virtual Desktop

Hyper-Converged Infrastructure

Integration Platform as a Service (iPaaS)

Internet of Things (IoT)

Managed Print

Network Performance Monitoring

Process Mining

Security Awareness Training

Software Defined Storage (SDS)

Solid State Drives

Tower Servers

Virtual Desktop Infrastructure (VDI)

Virtual Private Network (VPN)

VoIP Monitoring

Web Application Firewalls

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Business Card Scanning

Content Management

Data Management

Digital Analytics

Digital Experience Platforms (DXP)

Email Management

Email Marketing

Event Registration

Graphics

Heatmap and Session Recording

Marketing Automation

Marketing OS

Online Reputation Management

Real-Time Interaction Management

Search Marketing Intelligence

Social Media Management

Social Media Publishing

Survey & Forms Building

Swag Management

Web Analytics

Marketing

Business Caller ID

Project Management

Professional Services

Customer Relationship Management (CRM)

eCommerce

Sales

Assisted Living

Car Rental

Church Management

Construction Accounting

Jail Management

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Fidelity Active Trader Pro

Fidelity Investments (FMR LLC)

Experian Account & Portfolio Management

Experian

RightCapital

Wolters Kluwer OneSumX

Wolters Kluwer

FactSet Workstation

FactSet

D&B Finance Analytics

Dun  Bradstreet

FloQast

Charles River IMS

State Street

Morningstar Advisor Workstation

Morningstar

eMoney Advisor

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 is a wealth management solution specifically designed to address the challenges wealth managers are facing, helping them to run a sustainable and profitable business.

Covercy is a Banking-Embedded Investment Management Platform built for commercial real estate investment firms. It offers automated distribution & capital call payment processing, an Investor Portal, and APY yielding checking accounts.

Covercy

ECOS

Temenos Wealth

Investment Portfolio Management

Temenos

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

Investment Portfolio Management Software

Temenos Wealth

Overview

What is Temenos Wealth?