Third Financial Software, a provider of wealth management technology solutions, has launched a new version of tercero wealth management platform.
The new tercero Wealth Workstation will integrate investment management, client relationship management, document management, compliance, client reporting and investor web access in a single, intuitive management information dashboard. The latest release will also provide order management capability.
Additionally, the tercero Wealth Workstation can be integrated with third party administration systems, custodians and market data providers.
Stewart Foster, COO of Third Financial, said: “We have worked closely with our clients to ensure the software provides timely and accurate information across their entire universe of data. This helps ensure they remain compliant, manage risk effectively, and provide the levels of client service necessary to compete in today’s market.”
Brent Randall, product director at Third Financial, said: “The technology used in the Wealth Workstation is based on modern, reliable industry standards. We have leveraged both Microsoft.Net and Windows Presentation Foundation to produce a scalable, highly functional platform that provides a rich user experience and is highly intuitive.”