Here is a further development in the type of wealth management software being developed for the UK market.

London based-Third Financial Software has developed a Tercero software suite to allow for full integration with Microsoft Dynamics 2015.

The front-to-back investment management solution is designed to allow Tercero users a single view of all aspects of their relationship with clients, from detailed financial information through to particulars of all communications with individual clients, Third Financial Software said in a statement yesterday. 

Microsoft Dynamics 2015 offers features including an enhanced interface so that users can navigate around it more easily with greater mobile support.

Third Financial Software, established in 2008, says it now has one of the largest installed client bases in the UK, and supplies only to the wealth and investment management sector. It has offices in London and Halesowen, near Birmingham.