Technology

Third Financial Wins Contracts From Three Jersey-Based Wealth Managers

Tom Burroughes Group Editor London 24 November 2011

Third Financial Wins Contracts From Three Jersey-Based Wealth Managers

Third Financial Software has won contracts for its services from three Jersey-based wealth management firms, the business said yesterday.

The firm has won orders to link Aberdeen Private Wealth, Affinity Private Wealth and DPZ Capital to its tercero Wealth Workstation product.

The system will be provided to each through a mix of hosted and private installations, Third Financial Software said.

The tercero product integrates investment management, client relationship management, document management, order management, compliance, client reporting and investor web access in a single management information dashboard.

 

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