WealthSuite
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
Overview
WealthSuite is an integrated software solution for wealth managers. Its highly scalable technology offers integrated, multi-channel, front-to-back office capabilities.
An award-winning platform, WealthSuite offers a route towards better cost-efficiency, productivity, customer loyalty and compliance monitoring.
Key Features
WealthSuite is Temenos’ single front-to-back office platform designed to address the challenges wealth managers are facing, helping them run a sustainable and profitable business. With its scalable innovative technology, WealthSuite will help you grow and digitize your business.
WealthSuite is designed to industrialize the investment process allowing you to efficiently manage investments for large numbers of complex portfolios and achieve maximal investment performance. Combining back office efficiency with front office differentiation, WealthSuite offers sophisticated portfolio management functionality to mass affluent and U/HNW clients, allied with CRM capabilities, mobile and internet banking capabilities and comprehensive back office support. If you are looking for a single vendor solution, with the associated benefits of centralized support, WealthSuite promises to transform your business.
If you are looking for a single vendor solution, with the associated benefits of centralized support, WealthSuite promises to transform your business. WealthSuite offers:
- Increased performance and revenue growth
- Stronger customer loyalty
- Advanced digital capabilities
- Cost and risk reduction
Key Benefits
Analytics & Reporting
Powerful banking analytics aiming to improve business decisions, optimize performance and enrich customer interaction.
Channels
Ground breaking solutions enabling wealth managers to deliver products and services to all types of investors, across multiple channels, on any device and in any language – under a single user experience platform.
Core Banking
Fully integrated capabilities, deployable on premise or in the Cloud. Highly scalable, built on award winning technology, available on one single platform.
Financial Crime Mitigation
A range of intelligent, versatile solutions for banks, large and small, to combat financial crime. Comprehensive and highly efficient, banks benefit from reduced operating costs and minimal impact to customers.
Front Office
Integrated, role-specific, multi-channel capabilities to relationship management staff to support their daily interactions and long-term relationships with mass affluent and U/HNW customers.
Islamic
Shari'ah compliant solutions that have been specifically designed to support wealth managers' requirements, serving increasing numbers of wealthy Muslims. This range of highly scalable, established solutions means that Islamic banks can now easily and efficiently access the complete Islamic finance market by offering quality, flexible solutions which are available en-premis or in the cloud.
Payments
A uniquely flexible payment offering that not only gives wealth managers full, real-time control but also a harmonized customer service experience and centralized for cost efficiencies and risk management.
Risk & Compliance
Best in class, affordable risk management solutions with incredible speed to market. Our solutions can integrate with any core and provide a full picture of regulatory concern.