Developed specifically for advisors and portfolio managers, Temenos Wealth Front Office provides sophisticated functionality across profiling, modelling, performance reporting, risk and compliance and more. Benefit from out-of-the-box workflows ready to operate based on any customer needs. Power portfolio management at scale and increase productivity by automating investments, order generation, and compliance checks. Temenos Wealth Front Office supports the full spectrum of clients, from ultra-high-net-worth individuals to the mass affluent, and all standard asset classes, including OTC derivatives, structured products, and digital assets like cryptocurrencies. Easily integrate with other Temenos Wealth components or existing banks’ applications with a composable architecture, available on multiple Clouds, as SaaS or on-premise. 

Why Temenos for wealth management?

Personalized advisory & discretion management 
Deliver personalized advice and discretionary management services with dedicated workflows with Temenos Wealth Front Office. These include flexible ways to create asset allocation and model portfolios, including specific client constraints.

Efficiency
Improve your portfolio and relationship managers’ efficiency with Temenos Wealth Front Office, to display and prioritise action via dashboards and alerting capabilities.

Robustness
Deployed across firms of all sizes and used worldwide, Temenos Wealth Front Office is an industry battle-tested solution for the most demanding institutions.

Depth & openness 
Temenos Wealth Front Office’s core functionalities go beyond traditional portfolio management features with performance attribution or AI-based advice. Leveraging an ecosystem of fintech partners, we are extending the scope of our solution with risk calculations, video conferencing, crypto custody and more.