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Tercero is the market leading, multi-award winning, front-to-back Investment Management software. A single, integrated solution providing comprehensive operational support for all aspects of a firm’s business and delivering unparalleled flexibility, efficiency and control.

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Tercero Digital Wealth is a pioneering client-facing web application that offers a rich and engaging user experience and improves connectivity between you and your customers. Powerful, professional level functionality, including Robo guidance, designed to provide your clients with access to tailored investment information from a wide range of devices.

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Tercero Platform is a new proposition for today’s Wealth and Investment Management environment. Bringing together our multi-award winning, front-to-back Tercero software with a custody, clearing and administration service, to deliver a truly compelling concept for complete outsourcing.

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THIRD FINANCIAL

ABOUT US

Founded in 2008 and exclusively focussed on the Wealth and Investment Management sector, Third Financial is one of the fastest growing and most innovative software and platform service providers in the market today.

Our award-winning front-to-back Tercero software is used by around 50 Investment and Wealth firms to manage over £40bn of assets, and by more than 1,000 industry professionals.

Tercero Platform is our next-generation platform services offering for firms choosing to outsource middle and back office operations. It will be available to clients from Spring 2016.

With our software expertise and in-depth understanding of all aspects of investment management operations, we are uniquely placed to provide our clients with the services they require, through our software and platform solutions.

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THIRD FINANCIAL

SENIOR TEAM

  • ROGER FOSTER

    NON EXECUTIVE CHAIRMAN

    Roger is one of the UK’s early IT entrepreneurs and a former winner of the Sunday Times Businessman Of The Year award.

    Roger founded ACT and built it into one of the world’s largest packaged financial software companies, before its sale to Misys Plc in 1995. More recently, he was Founder, Chairman and CEO of Financial Objects, where he led the company in achieving continued organic growth, as well as the successful integration of a number of high profile acquisitions. Both ACT and Financial Objects floated on the London Stock Exchange and were hugely successful for the initial investors.

    In June 2007 Roger co-founded the private equity company Third Financial Ventures, whose first major investment was Third Financial Software.

    Roger is a qualified chartered accountant and in 2007 received a Doctorate of Technology from the University of Wolverhampton.

  • STEWART FOSTER

    GROUP CEO

    Stewart has over 17 years’ experience in the UK Financial Services Industry. He spent his early career at JP Morgan on their FX trading floor before spending nearly 10 years at software house, Financial Objects Plc.

    At Financial Objects, Stewart was responsible for setting up and managing the group’s highly successful offshore development centre in Bangalore. In 2005 he joined the main board of the company and was responsible for successfully turning around both the Wealth Management and Retail Banking Divisions into profitable growing businesses.

    In June 2007 Stewart left Financial Objects to set up Third Financial Software (TFS), which was launched to the UK market in the Spring of 2008. Today, Third Financial Software is a major supplier to the UK Investment Management market with around 50 clients.

    Stewart has a dual role as CEO of both the Third Group and TFS, where he remains actively involved in the day-to-day management of the business.

    Stewart has a Property degree and MBA.

  • MATT AYLWARD

    CEO, THIRD PLATFORM SERVICES

    Matt has over 16 years’ experience in the financial services sector. His early career began at Schroder’s Asset Management before moving to Williams De Broe Stock Broker. Matt then spent 6 years at Brewin Dolphin working within operations management as well as project/change management.

    In 2006, Matt was approached to join Brooks Macdonald where, over the next 7 years, he grew a team from 4 to 60 and helped the business manage asset growth from £500mil to £5.5bil. He managed numerous acquisitions and a fundamental operating model change where, under Matt’s guidance, the company insourced the full operational capability from TD Waterhouse and launched a third party administration solution.

    He took on the responsibility of numerous Controlled Functions including the CF10a and subsequently headed up group technology.

    Matt was appointed CEO of Third Platform Services in 2015, where alongside an expert team of wealth management operations professionals, he is responsible for Third's next-generation platform service, Tercero Platform.

    Matt is a Chartered Member of the Securities Institute.

HISTORY

Founded in 2008 and exclusively focussed on the Wealth and Investment Management sector, Third Financial is one of the fastest growing and most innovative software and platform service providers in the market today.

Our initial vision was to create a next-generation wealth and investment software solution that provided comprehensive client servicing and portfolio management capabilities within a single, integrated platform. This vision was realised with Tercero software, which was successfully deployed to our first client in early 2009.

Our continued investment in Tercero has led to product extension into provision for middle and back office requirements, along with developments to support mobile technologies.

Now widely regarded as the most contemporary, integrated, front-to-back office, wealth management system available, Tercero has received numerous industry accolades and has revolutionised the way our customers manage and conduct their business.

Spring 2016 will see the next milestone on our journey, when our new platform service, Tercero Platform, will be available to clients.

The new service complements and enhances our offering and as a result, we anticipate new levels of growth and recognition within the financial services industry.

THIRD FINANCIAL

TESTIMONIALS

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  • JLT
  • Edwards Securities Ltd
  • Ravenscroft
  • Tamsel UK Limited
  • Barker Poland
Testimonial

"Tercero meets our requirements for excellent reporting, an investor portal and compliance. Tercero’s ability to provide reports and information on multiple devices, such as smart phones and tablets was a particularly important aspect of the selection criteria.”

JLT

NEWS

  • 02.06.16

    Third Financial

    Third Financial Announces Innovative New Mobile Platform Service

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  • 28.04.16

    Third Financial

    Third Financial wins Wealthadviser award for third year in a row

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  • 25.04.16

    Third Financial

    Third Financial Software Announces Newly Appointed Head of Business Development and Relationship Management

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  • 28.01.16

    Third Financial

    Third Financial doubles office capacity to support record growth in 2015

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  • 16.09.15

    Third Financial

    Third financial unveils a new software, custody and operations solution, with the launch of Tercero Platform

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  • 18.05.15

    Third Financial

    Third Financial Software wins Wealth Adviser award for "Best Technology Provider - Front Office"

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  • 12.05.15

    Third Financial

    Third Financial Software crowned Best Risk Management at the Wealth Briefing Awards 2015

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  • 07.05.15

    Third Financial

    Third Financial secures expansion capital from Grafton Capital

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  • 22.04.15

    Third Financial

    Tercero integrates fully with Microsoft Dynamics 2015

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  • 02.03.15

    Third Financial

    PAM Awards Sponsorship

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THIRD FINANCIAL

CONTACT

To find out more about our multi-award winning Tercero software or Tercero Platform, please contact us.

  • LONDON
    Third Financial Software Ltd
    17 Neal's Yard, London, WC2H 9DP

    +44 (0) 207 349 0034
    info@thirdfin.com

  • HALESOWEN
    Third Financial Software Ltd
    Fountain House, Great Cornbow, Halesowen, B63 3BL

    +44 (0) 121 275 3600
    info@thirdfin.com

If you would like us to contact you about a specific enquiry, please use the form below and we’ll get in touch.

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