6B are trusted partners for financial institutions working with Temenos WealthSuite and its associated components — including Temenos Transact, Temenos Infinity, Portfolio Management, Advisory, and Corporate Actions. We support full-lifecycle integration, from discovery and architecture through development, deployment, and long-term optimisation. Our solutions are built to provide secure, resilient interoperability across front-, middle-, and back-office environments.
As a specialist financial technology partner, we enable banks, wealth managers, and investment firms to unlock the full value of Temenos WealthSuite by connecting it with modern digital channels, operational systems, and investment platforms.
Understanding Temenos WealthSuite Integration
Temenos WealthSuite is a comprehensive, end-to-end wealth management platform combining portfolio management, client onboarding, advisory, digital channels, and core banking functionality. Built on Temenos Transact (core processing) and Temenos Infinity (digital experience), WealthSuite delivers a unified ecosystem for managing client portfolios, executing trades, monitoring compliance, handling corporate actions, and producing real-time client insights.
Integration with Temenos WealthSuite is enabled through a suite of APIs, microservices, message queues, and structured data interfaces. These tools allow external systems to access client profiles, holdings, valuations, transactions, model portfolios, recommendations, suitability assessments, product catalogues, and compliance data. WealthSuite’s open architecture supports integration with CRMs, financial planning and advisory tools, risk and performance engines, regulatory reporting platforms, custodians, OMS/EMS systems, and client-facing digital experiences.
Built for enterprise-grade scalability, Temenos delivers strong authentication, encryption, access controls, and audit capabilities. This ensures secure, compliant connectivity within intensely regulated financial services environments.
Our Temenos WealthSuite Integration Process
At 6B, we deliver WealthSuite integrations through a structured, collaborative process that aligns with your operational, technical, and regulatory requirements. We begin with a comprehensive discovery phase, working closely with your advisers, operations teams, and technology leads to identify the workflows your integration must support — such as onboarding, portfolio synchronisation, model portfolio alignment, transaction automation, or client reporting. We map these needs to the appropriate Temenos APIs, services, and data structures.
Following discovery, our architects design a secure, scalable integration architecture tailored to your infrastructure. We consider data modelling, message routing, authentication, auditability, encryption, and performance requirements to ensure the integration meets financial-grade expectations. Depending on your goals, the integration may utilise synchronous API calls for real-time data access, event-driven updates for trading or portfolio changes, or batch workflows for valuations, reconciliations, or reporting.
Development is delivered using Temenos-aligned best practices and 6B’s reusable integration components. We implement robust data validation, transformation logic, authentication modules, and error-handling mechanisms to ensure predictable, compliant system behaviour. Each integration undergoes extensive testing — including functional testing, performance benchmarking, reconciliation, security validation, and regulatory compliance checks — ensuring readiness for production deployment. Once live, we support go-live coordination, monitoring, incident management, and continuous optimisation.
Benefits of Temenos WealthSuite Integration
Integrating your digital ecosystem with Temenos WealthSuite offers significant operational and strategic benefits. Automated, consistent data exchange reduces manual work, enhances accuracy, and accelerates advisory, portfolio management, and compliance workflows. Real-time visibility into holdings, valuations, and performance supports better decision-making for advisers, portfolio managers, and clients alike.
Client experiences improve through more personalised, responsive digital journeys across web and mobile channels. From a regulatory perspective, Temenos’ structured, auditable data supports alignment with FCA, MiFID II, AML/KYC, and Consumer Duty requirements, ensuring consistent oversight and risk management. Integrated systems also support long-term scalability, enabling firms to launch new products, expand investment capabilities, and modernise digital services without adding operational burden.
Why Choose 6B for Temenos WealthSuite Integration?
Extensive experience delivering integrations across wealth, advisory, core banking, and portfolio management systems.
Deep understanding of Temenos WealthSuite, Transact, and Infinity APIs, data models, and workflow structures.
Reusable integration accelerators that reduce delivery time while maintaining high levels of quality and security.
Security-first engineering approach with encryption, audit logging, data minimisation, and regulatory alignment at the core.
End-to-end delivery including discovery, architecture, development, testing, deployment, monitoring, and ongoing enhancement.
Solutions engineered for financial-grade performance, resilience, and future scalability aligned with Temenos platform evolution.
Temenos WealthSuite Integration FAQs
What types of systems can be integrated with Temenos WealthSuite?
What types of systems can be integrated with Temenos WealthSuite?
Temenos WealthSuite supports integration with a wide range of systems including CRMs, onboarding and KYC/AML platforms, financial planning tools, portfolio management systems, risk and performance engines, custodians, OMS/EMS platforms, reporting tools, and digital client portals. Its APIs and microservices enable secure, structured data exchange across the entire wealth management lifecycle.
Does Temenos WealthSuite support real-time or event-driven data updates?
Does Temenos WealthSuite support real-time or event-driven data updates?
Yes. WealthSuite provides real-time API access to client, portfolio, transaction, and model data, alongside event-driven updates for trading, portfolio changes, and workflow triggers. For batch workflows such as valuations, reconciliations, or reporting, scheduled data feeds can also be used. Many implementations use a hybrid approach.
What security and regulatory standards apply when integrating with Temenos?
What security and regulatory standards apply when integrating with Temenos?
Integrations must meet strict financial-sector requirements including encrypted communication (TLS), secure authentication, role-based access control, audit logging, and alignment with FCA, MiFID II, AML/KYC, Consumer Duty, GDPR, and ISO 27001. 6B embeds these standards throughout the architecture and development process.
How long does a typical Temenos WealthSuite integration project take?
How long does a typical Temenos WealthSuite integration project take?
Timelines vary based on scope, complexity, and the number of systems involved. Simple API-based integrations may take several weeks, whereas large-scale, multi-workflow integrations involving onboarding, trading, valuations, and reporting may require several months. Our discovery process provides a tailored timeline based on your requirements.
Do we need access to Temenos sandbox or test environments?
Do we need access to Temenos sandbox or test environments?
Yes. Access to Temenos test or sandbox environments is essential for validating API behaviours, workflow logic, data mappings, authentication, and performance. 6B works with your Temenos provider and internal teams to ensure the correct environments, permissions, and credentials are in place prior to development.
Can the integration support both real-time and batch processes?
Can the integration support both real-time and batch processes?
Absolutely. Temenos WealthSuite is designed to support real-time interactions via APIs and asynchronous services, while also supporting secure batch workflows for valuations, reconciliations, regulatory reporting, and consolidated data loads. We design the integration based on your operational and regulatory needs.
How does 6B ensure compliance and data accuracy across integrated systems?
How does 6B ensure compliance and data accuracy across integrated systems?
We implement rigorous data validation, reconciliation logic, error handling, and audit trails. We also align with Temenos’ data models and regulatory expectations to ensure consistency across onboarding, suitability, trading, and portfolio management workflows. Compliance with FCA, MiFID II, AML/KYC, and Consumer Duty is embedded from the start.
What ongoing support is available after the Temenos integration goes live?
What ongoing support is available after the Temenos integration goes live?
6B provides end-to-end post-live support including monitoring, incident management, performance optimisation, and functional enhancements. We also ensure your integration remains compatible with Temenos platform updates, regulatory changes, and evolving operational workflows.
Estimate the Cost of Your Temenos WealthSuite Integration Project
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Thank you for your request! 🙌 We will review your project and get back to you within 24 hours to share a ballpark estimate.
Want to speak to someone today? Call 6B on 0113 350 1290.
Readiness Checklist for Temenos WealthSuite Integration
- Define the advisory, investment, or operational workflows your integration must support (e.g. onboarding, valuations, trading, planning, reporting).
- Confirm regulatory obligations including FCA, AML/KYC, MiFID II, Consumer Duty, and ISO 27001.
- Ensure internal data governance, retention, security, and encryption policies are up to date.
- Determine whether your use case requires real-time integrations, batch processes, or a hybrid approach.
- Identify which Temenos APIs, microservices, or data interfaces your platform needs to interact with.
- Prepare a system-level data flow diagram demonstrating how information will move between your solution and WealthSuite.
Speak To Our Temenos WealthSuite Integration Experts
Whether you're developing a new digital financial services product or extending an existing solution with Temenos WealthSuite integration, 6B brings the technical expertise, financial services insight, and experience needed to accelerate delivery.
