Third Financial Software Ltd

Third Financial Software specialises in providing the Wealth Management, Family Office and Private Banking markets with a single, coherent and feature rich system called tercero. The software enables organisations to dramatically improve their service to clients and meet the increasingly critical demands of compliance.

tercero provides tools designed for the Front, Middle and Back office which include key components such as a wealth specific CRM system integrated into Outlook, Portfolio Management tools for discretionary and advisory managers, a Client Reporting system and a Document Management system. An out of the box internet portal is also available for investors and intermediaries to gain online access to their investment information and reports.

tercero has been deployed at over 20 private client managers in the UK and Channel Islands. As a rapidly growing software house and a leading player in the wealth management market we continue to look for clients who have a need to improve operational efficiency, meet regulatory commitments and take client communication to a new level.

Specialties

Wealth Management Technology, CRM for Wealth Management, Family Office Technology, Private Banking Software