Tercero appears as F2B 'engine' of fully managed platform service
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Subject to reasonable use.
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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.
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PRESS RELEASE
November 2013
European investment management firm Sapia Investment Services, a division of Sapia Partners LLP, has partnered with Third Financial Software to offer investment management services to IFA’s and boutique wealth managers.
The partnership will see Third Financial Software provide the Tercero software and IT infrastructure to Sapia, who will offer independent wealth management firms and IFA’s a full platform service, with open architecture dealing, as well as custody and asset servicing.
Sapia Investment Services will also be using the Tercero platform to power its own open market model portfolio platform and to deliver investment management services to independent wealth managers within its own regulatory framework.
This modern, multi-entity system will run on a hosted basis allowing for maximum operational efficiency, resulting in reduced costs to the end user.
Third Financial’s Tercero, will allow Sapia Investment Services to be self sufficient in the running and management of the service offering. IFA’s and wealth managers will benefit from the complete investment management service at a fraction of the price of implementing a similar system independently.
Gerard Grueter, Managing Partner of Sapia Partners LLP commented:
“End users will have access to the full Tercero suite allowing for an ultra modern customer facing solution that includes client reporting tools, a portal feature, plus iPad and smartphone applications. These features will allow for IFA’s and boutique wealth managers to grow their businesses more effectively and efficiently.”
He continues:
“We are delighted to announce that the first client to benefit from the new service is the management team behind Newcastle based, Vertem Asset Management. They have been live for some time now and are already seeing the benefits of the partnership.”
John Dance, CEO of Vertem Asset Management says of the partnership:
“The offering from Sapia and Third Financial has allowed for continued growth, operational efficiency and most importantly client satisfaction. The partnership promises to provide end users with a suitable and reliable system that will allow the possibility for growth to many IFA’s and independent wealth managers.
Stewart Foster, CEO of Third Financial commented: ‘We are delighted that the superior functionality of Tercero which has been gaining ground for some time now, is now available via a fully managed full-service platform. The benefits in terms of operational efficiencies and the improved client experience Sapia will be able to deliver with this new technology provides an opportunity to transform the service model and the bottom-line of their clients.’
NOTE TO EDITORS
Third Financial is one of the fastest growing providers of Wealth Management Software. 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 Broome, near Birmingham employing over 40 staff across both offices.
For all press enquiries please contact Harriet Clarke at harriet@bluebucketpr.co.uk or call 07786227976.