Audience

Wealth businesses

About Third Financial

Designed to meet your needs. And exceed your expectations. Gain significant operational efficiencies for your wealth business through consolidating your multiple platform relationships to operate your own multi-asset, multi-currency investment platform. Take back full control of your client proposition through reflecting your own brand, your own investment solutions and your own platform fee. Lose the administration overhead and adviser support burden associated with other platform providers. We own and control our technology, and drive the highest levels of automation across the platform. Our flexible APIs are pivotal to the timely and electronic exchange of data on a 2-way basis with external parties and more critically, in reducing the dual-keying burden assumed by your business. For wealth businesses utilizing Intelliflo Office as their back office system, the platform features a real-time, 2-way interface to Intelliflo Office for the electronic submission of all client.

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Integrations

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Company Information

Third Financial Software
Founded: 2008
United Kingdom
www.thirdfin.com

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Product Details

Platforms Supported
Cloud

Third Financial Frequently Asked Questions

Q: What kinds of users and organization types does Third Financial work with?
Q: What languages does Third Financial support in their product?

Third Financial Product Features

Investment Management

Bonds / Stocks
Client Management
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Portfolio Management
Accounting Management
Benchmarking
Commodities
Fund Management
Payroll & Commissions
Performance Metrics
Risk Management