Third Financial sponsor WMA Conference
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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.
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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.
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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 on Premium features.
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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 on Premium features
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 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
THIRD FINANCIAL SPONSOR WMA CONFERENCE
Third Financial Software (TFS), has been unveiled as one of the leading exhibiting sponsors of this years Wealth Management Association’s Annual Summit, being held on 9th November at the Grange Hotel Tower Bridge. With over 400 delegates expected at the central London location, the biggest industry conference of the year promises to be a huge success.
Third Financial’s multi award winning, Tercero Software, is widely regarded as the most contemporary, integrated front-office to back-office wealth management system available today and has one of the largest installed client bases in the country.
To further reflect the conference’s aim to encourage the wealth community to debate the future of our industry, TFS will be bringing along some innovative new digital products to their stand to get delegates talking about the possibilities for new technologies.
The team will be serving up super ‘high tech smoothies’ (appropriately named by TFS staff) whilst delegates are given the chance to try and win some of the coolest new Virtual Reality (VR) technology products including HTC Vive’s and Samsung VR Oculus products.
Stewart Foster, CEO, Third Financial comments:
“2016 has been a historic year for the company as we have received an unprecendented level of demand for our pioneering new Digital Wealth application, announced to the market in June. As a high tech company it is only fitting that we will be demonstrating an array of the newest technology gadgets to get people talking about future developments in the wealth technology space. We’d like to extend an invitation to all attendees to come and have a go with the newest VR products, with lots to give away, whilst we discuss our new products.”
NOTES TO EDITORS
Launched in 2008, Third Financial supplies cutting edge Software and Digital technologies as well as Custody Clearing & Administration services exclusively to the UK wealth and investment management industry . Tercero Software is the marketing leading, multi award winning, front to back Investment Management Software and has one of the largest installed client bases in the country. Third Financial has its headquarters in Covent Garden, London.
For all press enquiries please contact Harriet England at harriet@bluebucketpr.co.uk or call 07786227976.