Capture

BOUTIQUE WEALTH MANAGER IMPLEMENTS TERCERO TO SUPPORT GROWTH STRATEGY

Celent will help qualify your requirements and introduce you to the vendor
Spotted a missing vendor? Use this form to alert a vendor to the Celent service
Create a vendor selection project & run comparison reports
Register to access this feature
Click to express your interest in this report
Indication of coverage against your requirements
Vendor requires PRO subscription to activate this feature
Requires research subscription, contact Celent for more info
12 June 2014
London, United Kingdom

Surrey based boutique wealth manager; Edwards Securities Limited has implemented the Tercero Wealth Management platform from Third Financial to support an ambitious growth strategy.

With over 45 years’ of experience, the independently owned wealth management company provides the highest levels of personal expertise and advice to individuals and companies seeking meaningful returns on their investments.

After a prolonged period of rapid growth, Edwards were looking to progress their existing IT infrastructure in order to improve operational efficiency and to enhance the client experience. The Tercero platform has been fully implemented and the latest Wealth Management technology is already allowing Edwards Securities to achieve its operational objectives whilst complimenting its already acclaimed personal service.

Terry Edwards, Founder and Managing Director of Edward Securities, comments:

“In today’s investment world it is easy to get lost in the blizzard of information and we have long been a supporter of using the latest technologies to compliment our own Investment Management skills. After a comprehensive review of solutions tailored specifically to discretionary wealth management, I am delighted we selected Tercero from Third Financial Software.’’

Stewart Foster, Chief Executive at Third Financial Software says:

“We are thrilled to welcome Edward Securities on board as our newest client. The fully integrated Tercero platform, particularly order management, portfolio management, client relationship management (CRM) and mobile delivery, make it the ideal choice for Edwards Securities as it will evolve in sync with their growing business.”

NOTE TO EDITORS

Third Financial Software

Third Financial Software has one of the largest installed client bases in the country. Established in 2008, the Tercero Software Platform is widely regarded as the most modern, integrated front to back office wealth management system available today. Third Financial supplies exclusively to the wealth and investment management industry. They have offices in Covent Garden and Halesowen, near Birmingham.

Edward Securities Limited

Edwards Securities is a boutique independently owned wealth management company with over 40 years’ experience offering expertise and advice to individuals and companies seeking a meaningful returns on their investments.

For all press enquiries please contact Harriet Clarke at harriet@bluebucketpr.co.uk or call 07786227976.

News article details

Media Type
In the News, Press Releases