Third Financial Software Announces Newly Appointed Head of Business Development and Relationship Management

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10 May 2016
London, United Kingdom

Market leading Wealth Management software house, Third Financial, is pleased to announce the appointment of Roxanne Afzali as Head of Business Development and Relationship Management.

Roxanne will be responsible for strategic promotion and sales positioning for both Third Financial Software, and for the groups newly launched, Third Platform Services. Her role will also focus on nurturing and servicing existing client’s as well as building strong relationships with new clients and prospects.

Roxanne’s appointment comes after joining Third Financial, two years ago. As a key member of the Business Development team, she brings a wealth of knowledge and skill to support the company’s continued growth.

Commenting on the appointment, Stewart Foster, CEO Third Financial, said:

“As a talented and driven professional with a strong knowledge base and proven track record of success, Roxanne is an excellent addition to our Group Operations Board, responsible for the day to day running of the business.  We’re delighted to have promoted Roxanne and we look forward to seeing the implementation of her dynamic management style, which we’re sure will complement the growth of the firm.”

Commenting on her new role, Roxanne Afzali, said:

“2016 is an exciting year for the company. Third Financial has cemented itself as a market leader and with extremely positive interest in the newly launched Third Platform Services, the future promises to be very exciting. The new role will allow me to spearhead the pursuit of the many opportunities that exist in the market. I look forward to getting started.”


Third Financial Software Ltd is one of the fastest growing providers of Wealth Management software. Launched in 2008, Tercero Software is widely regarded as the most contemporary, integrated front-office to back-office wealth management system available today. The company’s new offering, Tercero Platform Services, was launched in 2015 and will be available in July 2016. Third Financial supplies exclusively to the wealth and investment management industry and has offices in Covent Garden and Halesowen, employing 70 staff across both sites.

For all press enquiries please contact Harriet England at or call 07786227976.

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