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A compelling new proposition for complete outsourcing, for today’s Wealth and Investment Management environment.

All the benefits of our highly regarded Tercero software, coupled with investment operations outsourced to a team of experienced market professionals.

Tercero Platform is available as two options, FULL – a comprehensive outsourced solution, and FLEX – allows you to choose elements of the Full service to create your own bespoke solution.

TERCERO PLATFORM

BENEFITS

  • Business Focus

    Business Focus on Core Activities

    Tercero Platform allows you to focus on managing your clients’ assets, safe in the knowledge that your technology and operations are in the capable hands of the expert Tercero Platform team. Clearing, settlement and asset servicing are just some of the areas we take care of for you.

  • Efficiency

    Cost and Efficiency Savings

    Tercero Platform allows you to benefit from our economies of scale. The fixed costs associated with technology connectivity are spread across a multi-user base. Similarly, while the platform maintains strict and secure separation of all clients’ data, activities such as the centralised processing of dividends result in order of magnitude cost benefits. Finally, the volume of business processed through the Platform ensures that our operations teams are right-sized for each activity, and therefore an efficient use of resource.

  • Technology

    Reducing Risk and Enhancing Controls

    Tercero Platform may not reduce your investment risk, but it can reduce your compliance risk, due to our structured approach to operations. Our expert team will also be aware of, and responsive to, current and upcoming regulatory issues. And by using us, you reduce your reliance on key individuals in the back office of your own organisation.

  • Flexible

    Flexibility

    Tercero Platform can scale up or down from a technology and resource point of view, in response to changes in your own business - allowing you freedom from fixed operational overheads.

  • Market Leading

    Market Leading Technology

    Tercero Platform offers access to the full capabilities of our multi-award winning, front-to-back software product, Tercero, including sophisticated, multi-currency investment management tools, alongside straight-through-dealing, settlement and custody, all in a scalable package.

  • Experience

    Experience

    Tercero Platform provides you with the ability to have your investment operations outsourced to our team of experienced market professionals. Our thorough understanding of the Wealth Management sector, allows you to concentrate on managing your clients’ assets, safe in the knowledge that the technology and operations are in the capable hands of the expert Tercero Platform team.

TERCERO PLATFORM

FULL SERVICE

Tercero Platform’s FULL service option comprises a comprehensive, whole of market, outsourced solution for wealth managers, utilising our multi-award winning, front-to-back software product, Tercero. This option provides administration, dealing, settlement and custody services as well as access to all the existing features of the hosted Tercero software.

Our FULL service components include:

CLIENT MONEY CLIENT MONEY

CLIENT MONEY

CLIENT MONEY

Tercero Platform service administers all client money functions and provides the requisite requirements surrounding CASS rules, stock and cash reconciliations and CMAR.

CUSTODY CUSTODY

CUSTODY

CUSTODY

Tercero Platform manages a full nominee service, holding assets directly in Crest with your choice of legal ownership structure (our nominee, your nominee, and sponsored membership), and via renowned custodians and banks.


CLEARING CLEARING

CLEARING

CLEARING

Tercero Platform oversees and manages the full settlement lifecycle of the transactions, whatever the securities you are transacting. Single points of data entry into Tercero ensure an efficient clearing service with an exceptions-only approach to manual intervention.

ASSET SERVICING ASSET SERVICING

ASSET SERVICING

ASSET SERVICING

Tercero Platform ensures that income processing is effected in a timely fashion. Elective corporate events are communicated well in advance with an automated election service direct to the custodian.

TRADING TRADING

TRADING

TRADING

Tercero Platform uses multiple trading venues via the Fidessa network, polling the market to ensure best execution. FIX connectivity removes any need for manual rekeying of orders.

TERCERO PLATFORM

Flex Service

Tercero Platform’s FLEX option is a unique proposition that allows you to choose elements of the Full service to create your own bespoke solution.

The available modules for FLEX include:

DEALING TRADING

DEALING

TRADING

Tercero Platform uses multiple trading venues via the Fidessa network, polling the market to ensure best execution. FIX connectivity removes any need for manual rekeying of orders.

CREST ACCESS CREST ACCESS

CREST ACCESS

CREST ACCESS

As a subset of our full custody offering, Tercero Platform can offer you direct access to Crest.

INTERNATIONAL CUSTODY INTERNATIONAL CUSTODY

INTERNATIONAL CUSTODY

INTERNATIONAL CUSTODY

As a subset of our full custody offering, Tercero Platform can offer you access to our International Custody Service.

FUND CUSTODY< FUND CUSTODY

FUND CUSTODY<

FUND CUSTODY

As a subset of our full custody offering, Tercero Platform can offer you access to our Fund Custody Service.

CLIENT MONEY CLIENT MONEY

CLIENT MONEY

CLIENT MONEY

Tercero Platform can offer a full Client Money service.