T24 Client Reporting
T24 Client Reporting is a private wealth management offering which produces high quality formal client statements for periodic and ad-hoc reporting. It is a fully integrated component of TEMENOS T24 (T24) and allows reports to be scheduled or produced when required within T24, which can be viewed against each customer. The report suite can be customised using the report designer giving you the ability to rebrand the reports and create different flavours of the report for different customer types. Using the extensive data dictionary that is supplied with the product existing pages can quickly be amended and new pages generated. External data can also be included in the reports via ODBC connectivity or web services.
As a key part of your client servicing strategy, T24 Client Reporting helps differentiate you from your competitors. T24 Client Reporting tailors your reporting to meet the various needs of your customers while projecting your brand value. Customers can view accurate performance of their portfolios in context, compared with historical performance and benchmarks - all at a glance. Depending on the customers sophistication and requirements further detailed performance, valuation and transaction pages could be accompanied by related commentary.
Benefits
Improved client servicing
Provide concise reporting which is tailored and in context for your customers to understand. This is key for both attracting new and retaining existing clients.
High quality professional reporting
Clients can see at a glance the performance of their portfolios for the period, against historical performance and relevant benchmarks.
Integration with T24
Periodic and ad-hoc reports are generated within T24 and can be viewed directly from within T24.
Quick implementation out of the box
The pre defined report suite is designed to work straight out of the box and be quickly branded with your own corporate branding and style.
Remove the reliance on the IT department
The report designer is an easy to use drag and drop tool that removes dependency on technical resources.
Create new reports or amend existing reports
The report designer and data dictionary enable new reports to be easily created, pulling together information from multiple sources.
For more information about T24 Client Reporting, please contact marketing@temenos.com