• Fund Administrators
• Wealth Management
• Private Banks

Industry Sectors

Within the Investment Management community there are several types of organisations offering a particular set of clients differing types of service. Third Financial Software has experience of delivering solutions to several sectors whether the organisation is servicing high net worth individuals, ultra high net worth individuals or institutional clients. Third Financial Software services the following industry sectors:


• Asset Managers

• Family Offices

• Fund Administrators

• Wealth Managers

• Private Banks


Third Financial Software offers a series of products and services to provide specific organisations with functionality targeted to a firm’s unique needs: tercero CRM Client Relationship Management, tercero IMS (Portfolio management, Risk and Performance analytics, trading and portfolio accounting) tercero Reporting (Client Reporting) and tercero Investor Portal (Client access to portfolio information), tercero DMS (management of documents and workflow). These products together or individually offer comprehensive functionality and are designed to help firms of all sizes increase productivity, mitigate risk and improve service and communication to their clients. The products are available stand alone or as an integrated solution.