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WealthManager

WealthManager provides wealth management firms.

The financial services market is highly dynamic and constantly evolving, The market is reshaped by shifts in the economic landscape, new technologies, developing economies and customer needs.

Temenos provides financial institutions with proven risk management and related services with the WealthManager solution.

Benefit Of Wealth-Manager

  • It reduces risk and exposure.
  • Complies with all regulatory mandates
  • Counter the threat of competition by engaging clients with a higher level of service
  • Capitalise on the transfer of wealth to Generations X & Y by owning a platform that can fully integrate with and support the latest virtual collaboration and financial planning tools
  • Increase advisor productivity by freeing client-facing staff from menial tasks and by providing a household view of clients
  • Counter mounting margin pressures by improving the efficiency of core and client-facing workflows
  • Possess a commanding view on customers business and transactions.
  • Process areas increase efficiencies and value to clients.