THIRD FINANCIAL BREAKING NEW GROUND WITH TERCERO CLOUD
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Please click here for more information on Premium features or contact us.
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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.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
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.
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
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
Third Financial, the leading supplier of wealth management software and platform services, is reporting unparalleled success for its recently launched Platform offering.
The Platform service, marketed as Tercero Cloud, launched in November 2016 and has been gaining momentum in the market over the past 6 months.
A comprehensive technology and operations outsourcing service for Wealth and Investment Management, Tercero Cloud includes turnkey provision of custody, clearing and electronic dealing. It comes with all the benefits of Tercero Wealth and the state of the art Tercero Digital portal.
The offering is now fully operational and already boasts seven clients, five of whom are live. Tercero Cloud is receiving industry-wide praise and is proving so well-suited to the market that Third Financial is reporting a sign-up rate of one new client per month.
For the hundreds of UK firms with sub £1 billion AUM, Tercero Cloud offers the three major benefits of superior technology, a low, all-inclusive charge and a completely personalised service.
Commenting on the success of Tercero Cloud, Stewart Foster, CEO of Third Financial, said:
“The first phase of our vision for Tercero Cloud is now complete and what a year it’s been. With the first clients on board, the service is proven and operational. As the only offering like it in the UK, Tercero Cloud is setting new standards.”
Ian Partington, CEO of Third Platform Services, adds:
“The need for a truly integrated platform service, inclusive of ultra-modern tools is increasingly important for investment managers and their clients. Tercero Cloud is groundbreaking in its makeup and on the anniversary of our FCA approval, we’d like to thank our dedicated team and the first clients for making our first six months, a resounding success.”
NOTES TO EDITORS
Launched in 2008, Third Financial supplies cutting edge Software and Platform technologies as well as Custody, Clearing and Administration services exclusively to the UK Wealth and Investment Management Industry.
Tercero Cloudis our next-generation platform service for firms choosing to outsource middle and back office operations.
Third Financial’s headquarters are in Covent Garden, London and our subsidiary, Third Platform Services, is authorised and regulated by the Financial Conduct Authority (FRN 717915).
For all press enquiries please contact Harriet England atharriet@bluebucketpr.co.ukor call 07786 227976.