Tercero Software Platform

Create a vendor selection project
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
We are waiting for the vendor to publish their solution profile. Contact us or request the RFX.
Projects allow you to export Registered Vendor details and survey responses for analysis outside of Marsh CND. Please refer to the Marsh CND User Guide for detailed instructions.
Download Registered Vendor Survey responses as PDF
Contact vendor directly with specific questions (ie. pricing, capacity, etc)


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