Private Wealth Management

Overview

Temenos has provided superior banking systems to private banks since 1993. We offer the most advanced private banking system available; our T24 software is installed in many large and small private banks around the world, alongside many installations in retail and universal banks.

Products for the Private Wealth Management sector

T24 for Private Wealth

Designed for the Private Wealth Management sector, 'T24 for Private Wealth' provides a wide range of functional modules suitable for the management of the wealth of high net worth individuals. The product is a customer-centric, front to back system which can be deployed globally.

Featuring T24 Software, T24 for Private Wealth functionality comprises:

• integrated Relationship Manager support with comprehensive CRM facilities
• an unparalleled breadth of instrument coverage, ranging from cash and equity type instruments to exotic options, illiquid funds and structured products
• a fast, efficient Back Office feature-set, enabling high STP and low error rates
• a comprehensive asset management suite, offering performance measurement and portfolio rebalancing
• full support for Discretionary, Advisory and Execution only business on a full multi-channel basis

T24 can also provide both full front to back processing or a component of this to enable, for example, an alternative asset management suite to be used.

Read more about T24

ARC

As an integral part of T24 for Private Wealth, ARC provides a front office suite with multi-channel banking, operational CRM, analytical CRM and workflow processing. ARC also improves customer acquisition, retention and cross sales.

Read more about ARC

T-Risk

T-Risk is the enterprise-wide risk-management tool from Temenos. It offers full market risk and illiquid instrument pricing functionality for customer portfolios together with Basel II and economic capital calculations.

Read more about T-Risk

ProDB

ProDB is a modern, efficient data engine enabling more effective enterprise data management and purer data quality via optimisation, validation and cleansing of data.

Read more about ProDB 

T24 Client Reporting

T24 Client Reporting provides wealth managers with tools to deliver complex, tailored and highly accurate information to clients on a regular basis. With T24 Client Reporting you can deliver high quality periodic and ad-hoc reporting for both the demanding high-net-worth and mass affluent markets.