Third Financial Software
HQ Address
Birchin Court, London, EC3V 9DU, United Kingdom
Website Address
Business introduction
The smarter investment platform for the thinking wealth manager
We're the fastest growing, most innovative Investment Platform and Software provider. And our clients say we're the nicest to do business with
Our story
We celebrated our 15th anniversary in 2022, on the back of another year of record growth and happy clients.
At launch in 2007 we were purely a wealth management software business and achieved success as our software quickly became the preferred system in the UK market.
A natural extension into the Investment Platform market followed in 2016, facilitated by a substantial investment from Grafton Capital. The service rapidly gained traction and has since established itself as the Platform of choice for wealth managers, multi-family offices and, increasingly, large advisers and consolidators looking for a white-labelled "Adviser as Platform" solution.
And now, our software and services are trusted by clients to administer over £50 billion of AuA.
Having two service lines that reinforce each other is undoubtedly a winning formula. We are not only developing software for others but also using the software ourselves to power our Investment Platform offering. As such, we are always the first user of new releases and are continually driven to add innovative features to improve the efficiency of the software. And so the positive feedback loop continues.
Third Financial Software Solutions
Cash Platform
Our Investment Platform now incorporates a Cash Platform service - allowing your clients to benefit from the best deposit rates available from the whole savings market, without the hassle of opening multiple accounts. This gives you seamless access into the cash management service provided by our partners at Insignis Cash Solutions. This active management of cash deposits......
business needs
view solutionInvestment Platform
We call it our Investment Platform service, but that really doesn't do it justice. This is a comprehensive, whole-of-market, custody, trading, technology and back-office outsourcing service. On top of all that, it gives you the ability to launch your own, white-labelled d2c investment platform across all asset types. Using our own......
business needs
view solutionTercero Software
Scalable and highly configurable, its capabilities include portfolio management, valuations, powerful performance analysis, modelling, order management, CGT and compliance. We’ve even incorporated CRM, so you don’t need a separate system. Previously complex, labour intensive tasks are simplified through intelligent automation, thus reducing rework, cost and risk. This includes fee and corporate action......
