The Tercero Software Platform is a new generation of front, middle and back office wealth management software, fully integrated all driven from a single data source Key features include

• Portfolio management,
• Compliance and oversight,
• Wealth CRM,
• Client reporting
• Online Investor Portal internal
• iPad and mobile computing
• STP Back Office with Crest connectivity

Tercero is fully modular, enabling clients to take individual elements to suit their own requirements.