Third Financial Signs Three Wealth Managers

Jersey
Third Financial's new clients are Jersey-based wealth managers.

Third Financial Software has announced that three Jersey-based clients have adopted its Tercero workstation.

Aberdeen Private Wealth, Affinity Private Wealth and DPZ Capital have taken the software for the replacement of legacy systems, custodian connectivity and after a competitive process, respectively.

Tercero integrates investment and relationship management, document and order management, compliance, client reporting and investor access into one platform.

"We're a fast growing private client asset management firm and require an up to the minute solution that supports our focus on delivering excellent investment performance consistently across our client base, and first class customer service through flexible and timely reporting," says Darren Zaman, CEO at DPZ Capital. "Efficiencies will enable valuable qualified staff to concentrate their time on meeting client needs and allow the business to respond to a constantly changing regulatory reporting environment as a matter of course."

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