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Our market leading, multi-award winning, front-to-back Investment Management software.

A single, integrated solution providing comprehensive operational support for all aspects of your business - delivering unparalleled flexibility, efficiency and control.

You can choose to deploy Tercero on your own premises or take advantage of the benefits of our hosted service.

TERCERO SOFTWARE

BENEFITS

  • Improvement

    Adaptability / Flexibility

    We recognise that all investment firms are different, and when implementing Tercero we work closely with you to determine the perfect solution for you. By understanding how your firm operates, the highly flexible nature of Tercero allows us to configure and deploy the system according to your precise needs. This collaborative approach allows you to adapt your processes to take advantage of the many operational gains Tercero provides.

  • Single Integrated Solution

    Single Integrated Solution

    Tercero is a single solution, with a single data model from a single vendor. This presents significant benefits including process efficiency, IT cost and time savings, minimised system complexity, plus real-time visibility, traceability and management information.

  • Technology

    Complete Front to Back Solution

    Tercero was built from the ground up as a single integrated software system, designed to support all aspects of your firm’s activities from client acquisition and portfolio management to operations and asset servicing.

  • Efficiency

    Increased Operational Efficiency

    Tercero automates many of the repetitive and manual operational processes firms deploy, including reconciliations of stock and cash. This increases your efficiency and lowers both cost and risk.

  • Information

    Business Intelligence

    Dashboards within Tercero provide a powerful overview of key areas of the system and the flexible nature of the software allows you to query, filter and sort data, coupled with the ability to export data to many formats.

  • Modular Deployment

    Modular Deployment

    Tercero may be a single integrated solution, but its characteristics are modular. This means you can utilise as much or as little of the software as you need, and add to it as and when your requirements grow.

TERCERO SOFTWARE

FRONT TO BACK

Tercero is a fully integrated, front-to-back office, software system, built using a common technology and data structure for all aspects of the business and with a common user interface in all areas.

CRM CRM

CRM

CRM

Third Financial has adapted the ubiquitous Microsoft Dynamics software, to provide a tailored CRM solution for the Wealth Management industry.

Front Office FRONT OFFICE

Front Office

FRONT OFFICE

Tercero’s front office suite is the perfect investment management product, providing sophisticated analysis tools and real-time views of client portfolios.

Middle and Back Office MIDDLE & BACK OFFICE

Middle and Back Office

MIDDLE & BACK OFFICE

Tercero’s middle and back office suites deliver unparalleled performance with the minimum of user intervention, thus reducing rework, cost and risk.

Client Relations CLIENT SERVICING

Client Servicing

CLIENT SERVICING

We recognise that wealth and investment managers face increasing pressure from their clients to deliver more information, more often, more effectively and with more relevant content. Clients expect immediate reporting and a high degree of personalisation and management as well as the delivery of real-time investment information.

Tercero’s client reporting is available in multiple formats, allowing your clients to access their portfolio information 24/7 via our customisable Portal interface or the iPad application, both of which can be branded and designed to your precise specifications.

TERCERO SOFTWARE

HOSTED SERVICE
(with SaaS pricing)

Since 2012 we have offered Tercero on a hosted basis. Today, more than half of our clients choose to access our software in this way. From January 2016 our hosted service will offer SaaS (Software as a Service) pricing, where you pay a fixed monthly fee.

The key benefits of our hosted service are:

  • Full Service Provision – we manage everything for you: database, platform, environment, upgrades and security.
  • Budget Certainty With A Fixed Monthly Cost – our fixed fee allows you to manage your budget accordingly.
  • Flexibility – we can accommodate your needs as they grow, easily and without issues.
  • Disaster Recovery - Proven geo-redundancy capability, ensures that your data is safe at all times, with close to 100% system up time.

ON SITE ON SITE

ON SITE

ON SITE

Should you wish to manage the deployment of Tercero on your own premises, the system can be installed within your own infrastructure, or alternatively, with your existing hosting partner.

HOSTED HOSTED

HOSTED

HOSTED

Our hosted service for Tercero allows you the freedom to run your business and not concern yourself with the technology infrastructure required for the software. It reduces implementation time and costs, as well as your operational costs and provides very high levels of data security through our ISO accredited data centre.

The hosted service offers SaaS (Software as a Service) pricing with a fixed monthly fee – available from January 2016.