THIRD FINANCIAL SOFTWARE WINS WEALTH ADVISER AWARD FOR “BEST TECHNOLOGY PROVIDER - FRONT OFFICE”
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information on Premium features.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information
Ask an Analyst
Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us to discuss a subscription.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.
To learn more about subscribing to our service options, please contact us here
PRESS RELEASE
18th May 2015
THIRD FINANCIAL SOFTWARE WINS WEALTH ADVISER AWARD FOR
“BEST TECHNOLOGY PROVIDER - FRONT OFFICE”
Third Financial Software, a market-leading supplier of front to back portfolio management software, has been named “Best Technology Provider – Front Office” by the readers of the Wealth Adviser, for the second time.
The Annual Wealth Adviser Awards, organised and presented by Wealth Adviser at The Sketch in London on 15th May recognises excellence among wealth managers and service providers including trust companies, law and accounting firms.
Uniquely, the Awards are based on a peer review system whereby Wealth Adviser readers, primarily wealth managers and family offices, are invited to elect the 'best in class' in a series of categories via an online survey. In each category, the firms with the most votes at the end of the voting period are subject to a final review by Wealth Adviser's Senior Editorial team.
Commenting on the firm’s triumph Stewart Foster, CEO of Third Financial Software said: "We are delighted to have won this prestigious award, importantly judged by the most high profile wealth managers and family offices in the business.”
Notes to the 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.
For all press enquiries please contact Harriet England at harriet@bluebucketpr.co.uk or call 07786227976.