Third Financial Software will provide the tercero wealth workstation to three new wealth managers Capital through a mix of hosted and private installations depending on their requirements. The three new wealth managers are Aberdeen Private Wealth, Affinity Private Wealth and DPZ.
Tercero will provide these wealth managers with comprehensive back office support that involves investment management, client relationship management, document management, order management, compliance, client reporting and investor web access in a single, intuitive information management dashboard.
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Confirming the selection of Third Financial Software as the service provider for the firm, Bruce Harrison, the managing director of Aberdeen Private Wealth said, "Tercero enabled us to streamline our systems and allows us to provide online reporting to our clients, which we believe is essential moving forward."
David Stearn, MD of the newly founded financial boutique Affinity Private Wealth commented, "As a new firm, we need a platform which is truly front-to-back and able to grow as we grow. Tercero enables us to be up and running quickly, with a truly leading edge technology, in a cost effective way on a single platform."
Darren Zaman, the CEO of DPZ Capital Limited said, "We’re a fast growing private client asset management firm and require an up to the minute solution. Tercero stood out as a solution that is highly flexible and scalable."
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