Wealth Front Office(WFO) APIs

Temenos WFO helps investors, advisors and portfolio managers implement and monitor sophisticated investment strategies, place orders on the market, and report on the performance of their assets.

Temenos Wealth is the leading solution used by top wealth managers and private financial institutions. Built to suit organizations of all sizes, it enables firms to deliver highly personalized services and focus on clients’ satisfaction with sophisticated features for advisors and portfolio managers, backed by robust automation at the back-office.

Temenos Wealth covers all the front-to-back needs of a modern WM firm, including:

  • Digital wealth
  • CRM
  • Portfolio management
  • Securities
  • Core processing
  • Market data management
  • Analytics
  • AI

Its modular design enables you to implement the components you need, according to your business and IT requirements, on premise, in the cloud, or as-a-service.

Note: The following Wealth Front Office APIs are documented but not consumable.
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Holdings Enterprise API

Holdings Enterprise API

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Inventory Enterprise API

This is the inventory service for create an API on top of Triple'a"

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Meta Enterprise API

TAP api server , Metadict / Dataset browsing service

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Order Enterprise API

Order Enterprise API

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Party Enterprise API

Party Enterprise API

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Reference Enterprise API

Reference Enterprise API

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System Enterprise API

System Enterprise API