Wealth
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Temenos Wealth Overview

Temenos Wealth is the leading solution used by top wealth managers and financial institutions.

Built to suit organizations of all sizes, it enables firms to deliver a superior client experience and highly personalized services, backed by robust automation.

The solution covers the full wealth value chain:

Temenos Wealth covers the end-to-end scope of a private bank, but its modular design enables firms to implement the components they need:

  • Digital Wealth for mobile and web self-service capabilities
  • Wealth Front Office for discretionary and advisory management of client assets.
  • Security Services to automate the trade life cycle and asset servicing.
  • Data Source to centralize market data feeds and publish cleansed data

For various detailed business, technical and integration documentation please refer to the sub sections below:

Information Guides

  • Overview
  • Release Notes
  • Compatibility Matrix
  • Open Source Software License

Business

  • Channels
  • Wealth Foundation
  • Managed Accounts
  • Multi Entity Model
  • CRM

Integration

  • TTI
  • GWP
  • TAP Fix (TFI)
  • TAP Data Hub
  • TAP- Edgelab
  • Transact FIX

Technical

  • Wealth Foundation
  • Data Migration
  • API Layers
  • Front-End (Channel)
  • Reporting
  • Integration (DES)
  • External Service Implementation
  • White Papers

Country Models

  • Europe
  • Spain
  • Singapore
  • Hongkong

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Published on :
Tuesday, May 28, 2024 4:50:26 PM IST