Tercero Software Platform
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This feature is upgradeable
For Users
You can activate this feature with a VendorMatch Premium subscription.
Please click here for more information on Premium services
For Vendors
Vendors can upgrade 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 full download of the vendor profile, the solution profile and all survey response information uploaded by the vendor in connection with their VendorMatch directory listing. Note that the directory listing requires only check box responses where the RFX response is more comprehensive.
To learn more about subscribing to our service options, please contact us here
This feature is upgradeable
For Users
You can activate this feature with a VendorMatch Premium subscription.
Please click here for more information on Premium services
For Vendors
Vendors can upgrade 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 full download of the vendor profile, the solution profile and all survey response information uploaded by the vendor in connection with their VendorMatch directory listing. Note that the directory listing requires only check box responses where the RFX response is more comprehensive.
To learn more about subscribing to our service options, please contact us here
This feature is upgradeable
For Users
You can activate this feature with a VendorMatch Premium subscription.
Please click here for more information on Premium services
For Vendors
Vendors can upgrade 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 full download of the vendor profile, the solution profile and all survey response information uploaded by the vendor in connection with their VendorMatch directory listing. Note that the directory listing requires only check box responses where the RFX response is more comprehensive.
To learn more about subscribing to our service options, please contact us here
Overview
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