• tercero Datahub
• tercero Investment Management (IMS)
• tercero Investor Portal
• tercero CRM
• tercero DMS
• tercero Reporting

The tercero Investor Relationship Manager (IRM) product is a fully modified and integrated version of the Microsoft Dynamics CRM 4.0 software offering customer relationship management for the wealth managers. Leveraging the millions of dollars of investment Microsoft have already made Third Financial Software have invested significant amounts of resource and experience in to making it fully compliant with the requirements of the Wealth and Investment management community. Single views of Clients, Investors, Funds and family Groups can be easily achieved. Full contact management and tracking functions ensure that timely actions with clients are undertaken and full opportunity is gained from relationships.

Additionally the tercero IRM module can be fully integrated with existing in house systems as well as the tercero IMS, and Reporting products. All products operate from one single data source and consequently all risk profiles, mandates, constraints, fee structures and compliance details captured in the tercero IRM product are shared throughout the system. Conversely all portfolios, holdings, valuations, performance calculations, risk measures and reports are shown in the tercero IRM module. This allows advisors, sales people and administrators to have one single consolidated view of the clients and their investments....all in Outlook or via the IRM desktop.