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Third Financial Group announces changes to Management Structure

by Third Fin • August 31, 2018

Today, Third Financial Group formally announced the re-organisation of the company’s management structure to provide a robust framework to sustain the rapid growth being seen in its custody and software product lines. The new structure will ensure the best use of resources across the Group – the wealth management software business, TFS (Third Financial Software) […]

Third Financial wins at the Wealth Adviser Awards for the fifth year in a row

by Third Fin • May 23, 2018

The team at Third Financial is delighted to have been voted winner of the ‘Best Technology Provider’ in the ‘Transaction Processing’ category at the Wealth Adviser Awards for the fifth year in a row. The annual awards ceremony was held again this year at The Reform Club in London on 17th May. Commenting on this […]

Third Financial sponsors the 4th Annual PAM Digital Survey & Forum

by Third Fin • May 8, 2018

Third Financial is delighted to be sponsoring the 4th Annual PAM Digital Survey & Forum this year. The Survey was launched by the WealthNet and can be viewed here. The Forum is being held in London on Wednesday 20th June and our own Product Director, Pete Caddick, will be one of the speakers on the […]

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 […]