Aberdeen Private Wealth, Affinity Private Wealth and DPZ Capital have each taken on tercero from front to back office and connected with Channel Islands-based Custodians.
Tercero Wealth Workstation will be provided to each through a mix of hosted and private installations.
Third Financial said Tercero integrates investment management, client relationship management, document management, order management, compliance, client reporting and investor web access in a single, intuitive management information dashboard.
Third Financial director Gary Linieres said because tercero is a fully integrated, scalable front-to-back system, it’s of real benefit to start-up firms and boutiques. They’re thrilled to have been selected by Aberdeen, Affinity and DPZ Capital as Jersey is a key market for Third Financial.
Third Financial Software, with offices in London and Worcestershire, is a technology company focused on providing software and services to the wealth management community.
