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 processing, portfolio rebalancing, CASS compliance and transaction reporting.  All this, with the reassurance of system-wide auditing.

Tercero powers all our services, in conjunction with our microservices engine, Photon, but is also available as a standalone software installation.