We provide a portfolio management tool, Tercero, to develop their three investment plans, and to connect to the markets to facilitate trading, including fractional execution.
Our Investment Platform fulfilled all their operational needs - holding and servicing client money and assets - while allowing them to develop their own unique user experience via our API service.
Our APIs enable Thameside to provide a slick client onboarding experience, completely under Thameside’s control. Clients are seamlessly added to the Tercero system and its full range of functionality, such as valuations and performance measurement, is available to Thameside’s entire client base.
Rebalancing is automated via our API for both periodic rebalancing or to facilitate withdrawals and all required services have been delivered within our single technology stack.
In Thameside's words, “We approached Third Platform Services with a unique brief – a fully digital model portfolio service, with ambitious target returns, and an ‘only for performance’ charging model.
They rose to the challenge. With their flexible approach and powerful tech, in just a few months Third Platform Services has enabled us to deliver a simple and unique service to our clients.
As our investors are provided with actively-managed model portfolios, the Investment Manager needs to be able to react quickly to market signals to preserve performance.
Tercero Wealth’s rebalance function makes it easy to manage clients quickly, flexibly, and at scale – facilitated via API.“
