Empower your portfolios and relationship managers with a successful PMS implementation

We are experts in front-office systems, and more specifically private banking’s Portfolio Management Systems (PMS). We know the business and we understand the IT dependencies. We have subject-matter experts in the leading PMS, Temenos WealthSuite Front Office, covering all financial functions and technology layers. Our experts have been implementing, customising and maintaining Temenos Triple’A/WealthSuite Front Office for more than twenty financial institutions in Europe and Asia. Our experts cover the full lifecycle of design, set-up and operation of major organisational change initiatives.

Maximize The Potential Of  Your Portfolio Management System

Solution Design

Making the link between business and IT, we understand customer services and relationships in Wealth Management and map them to customer value strategies. Our business analysts design the Portfolio Management System architecture and content to create new services and best serve your needs.

Implementation & Customizing

Supporting you in implementing your custom PMS or customizing standard software to meet your needs

Integration

Design interfaces and integrate the solution into the system landscape

Business Analysis

Optimizing your business processes and ensuring regulatory compliance

Operational Support

Upgrading standard software, training of internal people and continuous improvement of processes

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    Quality Assurance

    You agree that Quality Assurance is more than just setting a Test Case to passed? Check out how we can support you in improving the quality of a product.

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    Project Solutions

    Would you like to hear more about how MARVES can support you in the delivery of a successful product?

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