BOUTIQUE WEALTH MANAGER IMPLEMENTS TERCERO TO SUPPORT GROWTH STRATEGY
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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.
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
Surrey based boutique wealth manager; Edwards Securities Limited has implemented the Tercero Wealth Management platform from Third Financial to support an ambitious growth strategy.
With over 45 years’ of experience, the independently owned wealth management company provides the highest levels of personal expertise and advice to individuals and companies seeking meaningful returns on their investments.
After a prolonged period of rapid growth, Edwards were looking to progress their existing IT infrastructure in order to improve operational efficiency and to enhance the client experience. The Tercero platform has been fully implemented and the latest Wealth Management technology is already allowing Edwards Securities to achieve its operational objectives whilst complimenting its already acclaimed personal service.
Terry Edwards, Founder and Managing Director of Edward Securities, comments:
“In today’s investment world it is easy to get lost in the blizzard of information and we have long been a supporter of using the latest technologies to compliment our own Investment Management skills. After a comprehensive review of solutions tailored specifically to discretionary wealth management, I am delighted we selected Tercero from Third Financial Software.’’
Stewart Foster, Chief Executive at Third Financial Software says:
“We are thrilled to welcome Edward Securities on board as our newest client. The fully integrated Tercero platform, particularly order management, portfolio management, client relationship management (CRM) and mobile delivery, make it the ideal choice for Edwards Securities as it will evolve in sync with their growing business.”
NOTE TO 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.
Edward Securities Limited
Edwards Securities is a boutique independently owned wealth management company with over 40 years’ experience offering expertise and advice to individuals and companies seeking a meaningful returns on their investments.
For all press enquiries please contact Harriet Clarke at harriet@bluebucketpr.co.uk or call 07786227976.