The de facto solution for the wealth industry
With clients among the largest global financial institutions and boutique firms, Temenos Wealth enables differentiation, delivers cost reductions, and leverages the latest technology to support end-to-end digital transformation with a composable front-to-back architecture.

Adapt to new clients
A generational transfer of wealth is underway. Private Wealth Management (PWM) firms must adapt to new clients craving a superior digital experience, greater price transparency, and financial performance. Deliver exceptional customer experiences with Temenos Wealth, a self-service offering based on a versatile low-code digital platform. Our complete front-office solution enables advisors and portfolio managers to implement the right investment strategy and deliver transparent reporting, including performance attribution.

Differentiate with hyper-personalization
Wealth management is a growing business, attracting new WealthTechs, neobanks, and a renewed focus from universal banks. Differentiate your offering with highly personalized services, such as ethical and sustainable investments or AI-augmented advice. Offer standard asset classes, including private equity, structured products and managing digital assets like cryptocurrencies through Temenos Exchange partners.

Reduce costs
Leverage cloud technology to lower infrastructure and operational costs with Temenos Wealth- available on a SaaS subscription basis. Our solution delivers high straight-through-processing rates through automation, and reduces manual intervention across the value chain. With Temenos Wealth, firms can target the mass affluent market with a scalable, hybrid advisory model. For larger banks, its multi-entity capabilities streamline processes and reduce costs.

Impactful investments
ESG investing has become a significant trend globally, and increasingly wealth clients are demanding their investments align with projects and companies that promote environmental, social, and governance best practices. Temenos Wealth helps banks to improve client interaction by offering investment strategies aligned with their values and by measuring the positive impact of their money on the world.