Why AI promises a wealth of changes … and the role of a trusted partner when it comes to delivery. Read our views in Raconteur’s wealth report, published in the Sunday Times.
Third Financial in the spotlight
The smarter investment platform for the thinking wealth manager.
We bring together market-leading technology, industry expertise and a culture of exceptional client service.
We power established wealth managers, advisers and multi-family offices.
We work in close partnership with you.
We are wholly invested in your success.
Our combined knowledge of the wealth sector and technology, puts us in a unique position - and means we can fully and reliably support your business. Here’s what sets us apart:
Peace of mind
Our services are provided by a team of financial operations and technology experts who make sure they fully get to know your business. And our processes, systems and controls are designed around stringent security measures.
So you can rest assured that the complexities of transactions will be handled efficiently and accurately, leaving you free to focus on your own clients and their investments.
In sync with your business
Our technology is designed to suit the way you work with your clients, so you can present a consistent experience across all touchpoints. We've incorporated CRM functionality, feature-rich client reporting and your own sophisticated, yet intuitive, client portal. And it's all tailored to your specific requirements.
You can even access our services, using our API, from your own client-facing UI.
With us, it's personal
Our business is built on great client relationships and providing an exceptional client experience. You'll have your own client manager. Not a call centre or a voicemail system, but a real person who'll make sure that we thoroughly understand your unique set of requirements and provide the helpful, flexible and responsive support you need.
When it comes to client care, we'll happily pull out all the stops, go out of our way, above and beyond and the extra mile. It's all part of the service.
You're in great company
Our clients include some of the leading investment firms across the UK and overseas. This collective wisdom drives our capability, as we collaborate to meet the needs of this powerful network, that relies on our software and services to keep them at the forefront of the industry.
As part of this established peer group, you'll not only contribute to the evolution of our technology and services, but get to reap the rewards too.
Peace of mind
Peace of mind
Our services are provided by a team of financial operations and technology experts who make sure they fully get to know your business. And our processes, systems and controls are designed around stringent security measures.
So you can rest assured that the complexities of transactions will be handled efficiently and accurately, leaving you free to focus on your own clients and their investments.
In sync with your business
In sync with your business
Our technology is designed to suit the way you work with your clients, so you can present a consistent experience across all touchpoints. We've incorporated CRM functionality, feature-rich client reporting and your own sophisticated, yet intuitive, client portal. And it's all tailored to your specific requirements.
You can even access our services, using our API, from your own client-facing UI.
With us, it's personal
With us, it's personal
Our business is built on great client relationships and providing an exceptional client experience. You'll have your own client manager. Not a call centre or a voicemail system, but a real person who'll make sure that we thoroughly understand your unique set of requirements and provide the helpful, flexible and responsive support you need.
When it comes to client care, we'll happily pull out all the stops, go out of our way, above and beyond and the extra mile. It's all part of the service.
You're in great company
You're in great company
Our clients include some of the leading investment firms across the UK and overseas. This collective wisdom drives our capability, as we collaborate to meet the needs of this powerful network, that relies on our software and services to keep them at the forefront of the industry.
As part of this established peer group, you'll not only contribute to the evolution of our technology and services, but get to reap the rewards too.
Here's what our clients say
"Our strong partnership with Third Financial is testament to not just their excellent levels of service and their technology, but also the expertise in their field, which makes them a true partner to us."
Harriet Griffin, Chief Operating Officer - Kingswood Group
"The high level of personal service, leading technology and the ease of implementation and integration, are what attracted us to Third Financial."
James Carter, Investment Director - Luna Investment Management
"For over eleven years now, we've experienced fantastic support, flexibility that evolves with our changing requirements and a market-leading system that underpins our entire business."
Geoff Wright, Chartered Financial Planner - Barker Poland
"We have found the team at Third Financial easy to work with and responsive to our needs. We consider them to be an excellent strategic partner."
Helen Lovett, COO – Foster Denovo
"For us, the key attributes are the excellent level of service and technology that helps us meet our regulatory requirements."
Stephen Doherty, COO - Wren Investment Office
“Flexible and effective when dealing with high priority items, and a product that will support our future needs.”
Wendy Ferguson, Director of Operations & IT - McInroy & Wood Ltd
"Third’s cutting-edge technology has revolutionised our business. We’ve significantly increased our AUM without the need for additional operations staff."
James Harrison, CEO - Fiske plc
"Impressive and responsive people to work with, always keen to assist and prompt to resolve queries. Lines of communication are clear and there's a good depth of knowledge across the whole team."
Gino Palmeri, CEO - GPIM Ltd
“Good industry knowledge and practical experience, which helps in delivering change - both business-driven and regulatory.”
Martin Williams, Head of Investment Operations - Arbuthnot Latham & Co Ltd