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Third Financial Software

Front-to-back investment platform and wealth management software for discretionary managers.

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Overview

Third Financial provides Tercero, a front-to-back investment platform and wealth management software suite. It serves discretionary wealth managers, multi-family offices, and adviser consolidators, offering capabilities such as portfolio management, valuations, performance analysis, modelling, order management, CGT, and compliance.

The company was acquired by Nucleus Financial Platforms in February 2024, with the acquisition completing in July 2024, and continues to operate under the Third Financial brand as an operating subsidiary.

Key Features

+ Portfolio management and valuations
+ Performance attribution and asset allocation analysis
+ Model rebalancing and order management
+ Pre- and post-trade compliance
+ Capital gains tax (CGT) reporting
+ Client reporting portal

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