Tercero Software Platform
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