Technology
Third Financial Overhauls Wealth Management Platform

Third Financial Software, the London-based technology firm, has launched the latest version of its tercero wealth management platform, which features a raft of enhancements.
For the first time tercero Wealth Workstation integrates investment management, client relationship management, document management, compliance, client reporting and investor web access in a single, configurable management information dashboard, Third Financial said in a statement. Additionally, the new release will provide order management capability.
"This version of tercero is the culmination of decades of experience and over twenty man-years of development. It represents the needs of the modern wealth manager. We have worked closely with our clients to ensure the software provides timely and accurate information across their entire universe of data," said Stewart Foster, chief operating officer of Third Financial.
"This helps ensure they remain compliant, manage risk effectively, and provide the levels of client service necessary to compete in today’s market."