thewealthnet

Temenos adds investment advisory features to digital wealth solution

News Team, 11/05/2023

Temenos has added new investment advisory features to its digital wealth solution, designed to enable banks and wealth management firms to improve high net worth (HNW) clients' digital experience.

With the new features, private wealth managers can give clients instant, real-time visibility into their portfolio and streamline engagement with digital workflows.

It is designed to allow clients to track portfolio health against investment objectives across a ran...


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