Tercero Software Platform

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The Tercero Software Platform is a new generation of front, middle and back office wealth management software, fully integrated all driven from a single data source Key features include

  • Portfolio management,
  • Compliance and oversight,
  • Wealth CRM,
  • Client reporting
  • Online Investor Portal internal
  • iPad and mobile computing
  • STP Back Office with Crest connectivity

Tercero is fully modular, enabling clients to take individual elements to suit their own requirements.

Key Features

Features include: Very strong CRM, client activity management, on-boarding, portfolio review       and client suitability functionality •    In-built oversight and compliance functionality     Comprehensive portfolio management functionality •    Complete back office with straight through processing •    Ability to handle multiple custodians •    In built management information (MI) capability •    Full client reporting suite and integrated document management •    Online access via internet and mobile devices like the iPad •    Ability to handle multiple custodians •    In built management information (MI) capability 

Key Benefits

Benefits include: •    Fast return on investment through automated client reporting and STP back office   •    Superior client servicing, best of breed, Internet, iPad, mobile and Client Reporting capabilities  •    Increased operational efficiency, handle higher volumes and clients without additional headcount •    Single source of client information for superior Management Information •    Single front to back office solution using one technology and all on the        same database

Product/Service details