Third Financial Software

Celent will help qualify your requirements and introduce you to the vendor
Spotted a missing vendor? Use this form to alert a vendor to the Celent service
Create a vendor selection project & run comparison reports
Register to access this feature
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.


Third Financial was launched in March 2008 and is one of the fastest growing and most innovative wealth management vendors in the market.

Third Financial has developed the new generation Tercero Software Platform from the ground up. This is the only new front to back wealth management software platform to appear in more than a decade.

The company has also established a reputation as being the only true 'Wealth CRM' experts and is leading the market in terms of adoption and investment into new mobile technologies.