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Latest From Third Financial

Tercero Product Roadmap 2018 Released

by Third Fin • March 15, 2018

Third Financial Software (‘’TFS’’), a leading supplier of wealth management software, is delighted to announce the release of its 2018 Product Roadmap covering its market-leading Tercero Wealth and Tercero Digital products. The Tercero Product Roadmap for 2018 sees over 35 new functional developments to the product in what will be another record year for the […]


Third Platform Services Powers Through £1 Billion Milestone

by Third Fin • February 8, 2018

Third Platform Services, a provider of Model B clearing facilities, has seen Assets under Administration soar beyond £1 billion in its first full year of operation. The winning combination of class-leading wealth management software, efficient back office operations, and a truly personal service from knowledgeable staff, has proven a compelling proposition to a growing number […]


Third Financial announces enhancements to its Tercero software in line with MiFID II requirements.

by Third Fin • September 22, 2017

Third Financial Software (“TFS”) today announces that it has completed the next major release of its award-winning Tercero software. This release focuses on several key pillars of compliance under the forthcoming MiFID II regime and TFS is in the process of upgrading all customers to be in line with the regulatory changes. Managing Director, Ricky […]


Give Them The Tools To Do The Job; Technology Empowers Wealth Managers

by Third Fin • June 7, 2017

Third Financial Software explores how it sees technology as giving wealth managers the ability to keep and retain clients at a time of generational challenges. At a time when the Financial Conduct Authority, the UK regulator, is receiving multiple new applications every week, it is tough to stand out in such a buoyant market. The […]


Third Financial wins wealth adviser awards for fourth year in a row

by Third Fin • May 19, 2017

Third Financial, leading supplier of wealth management Software and Platform services, has been voted winner of the ‘Best Technology Provider Transaction Processing’ category by the Wealth Adviser readership, in this years’ Wealth Adviser Awards. The Annual Wealth Adviser Awards will be held at an informal ceremony luncheon at the Reform Club in London, on 19th […]


Third Financial breaking new ground with Tercero Cloud

by Third Fin • May 17, 2017

Third Financial, the leading supplier of wealth management software and platform services, is reporting unparalleled success for its recently launched Platform offering. The Platform service, marketed as Tercero Cloud, launched in November 2016 and has been gaining momentum in the market over the past 6 months. A comprehensive technology and operations outsourcing service for Wealth […]


Third Financial launch ‘TERCERO POD’

by Third Fin • April 12, 2017

Third Financial Software, leading supplier of wealth management software and platform services, today announces that it has launched an innovative on-site facility, Tercero Pod, at its headquarters in London. Third Financial Software, leading supplier of wealth management software and platform services, today announces that it has launched an innovative on-site facility, Tercero Pod, at its […]


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Hotly anticipated Tercero Digital Wealth offering ships to market

by Third Fin • January 31, 2017

London based, Third Financial Software Ltd, are delighted to announce that its hotly anticipated Digital Wealth offering was shipped on time, at the end of 2016.