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Providing market-leading Investment Management Software and FCA Regulated Platform Services to the financial services industry.

Since 2008, we have offered pioneering solutions for the entire market, from start-up companies through to established Investment Managers.

Investment Management Software

If you work within the financial services industry and need a software solution, Third Financial can help. We can provide you with the investment management software that you’ve been looking for! Third Financial have been working within the investment and wealth management industry since 2008, providing pioneering solutions to all of our clients no matter what their requirements may be. Our team of professionals work tirelessly to ensure that you have the best wealth management software available, which is why we are the market leading investment management software provider on the market.

Our range of software can be split into two different departments: Tercero Wealth (Investment Management Software) and Tercero Cloud (Wealth and Investment Management). If common technology and data structure is what your financial business requires, we can provide you with Investment Management Software that is bespoke to your individual needs.

We work tirelessly to ensure that Tercero Wealth is a solution worth investing in. Using our software you will be able to analyse data with close attention to detail, allowing you to gain valuable insight. At Third Financial, we understand that your investment management software needs to comply with financial regulations, which is why Tercero Wealth offers market-leading support for RDR, CDD, and even the latest revision of the MiFID II.

Third Financial Software

Our multi award winning, front-to-back Investment Management Software, Tercero Wealth, is unique and scalable. Available with Tercero Digital, our pioneering client-facing portal has been designed for the new digital age.

Third Platform Services

Our comprehensive technology & operations outsourcing service for Wealth & Investment Management. Tercero Cloud, offers bespoke custody & processing infrastructure inclusive of all the benefits of Tercero Wealth & Tercero Digital.

Third Financial Software

Our multi award winning, front-to-back Investment Management Software, Tercero Wealth, is unique and scalable. Available with Tercero Digital, our pioneering client-facing portal has been designed for the new digital age.

Third Platform Services

Our comprehensive technology & operations outsourcing service for Wealth & Investment Management. Tercero Cloud, offers bespoke custody & processing infrastructure inclusive of all the benefits of Tercero Wealth & Tercero Digital.

What is Wealth Management Software?

We strive to offer next generation wealth management software, which is why you should consider investing in our Tercero Cloud solution today. We are authorised and regulated by the FCA and HMRC to name just a few, so you can be guaranteed that our Wealth Management Software is reliable and of a high-quality.

By using our wealth management software as a solution to your financial problems, you can benefit from our experienced team managing all of your back office requirements, covering client money reporting responsibilities. In addition to this, our wealth management software can process all client payments and receipts as well as allocate dividends.

At Third Financial, we are proud of be members of the London Stock Exchange, meaning that you don’t have to worry about membership. To keep your financial business running smoothly, we will include an electronic dealing interface into your wealth management software free of charge. Our Third Financial package will include the innovative client facing portal, also known as Tercero Digital, which uses art web technologies to deliver a wide range of transactional capabilities for your clients.

With wealth and investment management software, you can be rest assured that your clients’ assets will be securely safeguarded. Our software ensures that all assets are held in segregated accounts at Crest, whilst cash is kept safe at the Bank of Scotland. By having complete access to our front to back investment management platform, you will have the ability to integrate outsourced Service and Software provision, helping your business to thrive. All of our software uses modern and innovative tools to ensure your business and clients are all managed effectively.

Front to Back Investment Management Platform

In order to reap the benefits of financial software, we recommend that you take full advantage of our front to back investment management platform. We charge no add-ons, so you will receive all of our award-winning software for the original price that you pay. Our services are competitive and all-inclusive with a monthly-basis point fee, allowing you to easily manage your budget. By using our financial solutions, you can drive cost-effective business growth; our front to back investment management platform will allow you to automate repetitive and operational processes, including reconciliations of stock and cash.

At Third Financial, we understand the increasing importance of communicating via web technologies, which is why our financial software can help you keep up with the latest financial advancements. Our front to back investment management platform can help you target millennials or self-investors, which is hugely important within the financial sector in present day. With our software, you can target this new market as well as enhance your offerings to existing customers, building your overall client base and providing plenty of opportunities for expansion.

The front to back investment management platform has proved helpful to many, as our software solutions are used by more than 1,000 industry professionals, as well as over 50 investment and wealth firms to ensure their assets are efficiently managed. With our deep market insight and technological expertise, Third Financial can help your financial organisation to grow, so feel free to get in touch with one of our software experts today!

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