The IDC MarketScape report evaluated 13 global vendors based on their current capabilities and long-term strategies. According to the assessment, “Temenos delivers all the essential components for wealth management within a unified architecture. Its CRM and advisory tools seamlessly integrate with execution and core accounting systems, ensuring no lag or reconciliation gaps. This provides clients with a consolidated platform for both banking and investment needs, while relationship managers gain a complete, real-time view of their clients.”
Thomas Shuster, Research Director of Worldwide Capital Markets, Wealth, and Digital Asset Strategies at IDC, commented:
“Temenos has solidified its position in wealth management technology by merging its core banking and wealth solutions within a single, composable framework. The Temenos Wealth platform distinguishes itself through advanced portfolio management features, global regulatory coverage, and scalability for complex private banking operations. Its continuous innovation in cloud and AI-driven enhancements—spanning digital advisory, next-best-product recommendations, and hybrid deployment models—demonstrates its commitment to client-focused innovation.”
Barb Morgan, Chief Product & Technology Officer at Temenos, stated:
“We are honored to be recognized by IDC MarketScape as a Leader in wealth management technology services for investment advisors. This recognition underscores the depth and flexibility of our Temenos Wealth platform and our long-standing expertise in the sector. As wealth managers adapt to evolving client expectations and regulatory landscapes, we are dedicated to supporting them in managing intergenerational wealth transfers and engaging the growing mass affluent segment. Temenos’ AI-driven, fully integrated wealth management solution continues to empower institutions of all sizes—from global private banks to specialized firms.”
The Temenos Wealth platform provides an end-to-end solution that covers the entire wealth management value chain, enabling private banks, wealth managers, and financial institutions to deliver a comprehensive and personalized experience to mass affluent, high-net-worth (HNW), and ultra-high-net-worth (UHNW) clients.
Its capabilities include digital banking, CRM, portfolio management, market data management, analytics, and back-office processing. By leveraging automation, Straight Through Processing (STP), and digital advisory tools, Temenos Wealth helps institutions lower operational costs, enhance productivity, and deliver exceptional client experiences.
Temenos Wealth is available on-premises, in the cloud, or as SaaS, giving institutions the flexibility to scale, innovate, and differentiate in an increasingly competitive wealth management landscape.
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