Third Financial Software is a technology company founded in January 2008 with the objective of bringing a new generation of software to the wealth and investment management market.

The tercero Investment Management Platform developed by Third Financial Software has been deployed and is ‘live’ with a number of major wealth management companies. Third Financial Software is now established as a leading player in the investment management market with a rapidly growing client base.

tercero is a strategic front and middle office software application suite, built utilising the latest Microsoft technologies. It integrates for the first time Investment Management, Client Relationship Management, Compliance, Client Reporting and Online Web access into a single unified platform.

Third Financial Software has recently launched a new software release the tercero Wealth Workstation. tercero Wealth Workstation provides at the desk top of Relationship Managers, Investment Managers and Operations Staff a single, secure and coherent access to the entire tercero platform including the selected business applications. This enables them to dramatically improve their service to clients and meet the demands in the area of compliance.

The tercero Wealth Workstation represents a first for Third Financial Software and shows the future direction for a wealth management market now juggling the requirements of greater compliance, increasing demand for improved client servicing as well as providing all traditional wealth management functionality.