Third Financial Software, a provider of wealth management technology solutions, has launched the latest version of its tercero wealth management platform.

The tercero Wealth Workstation will integrate investment management, client relationship management, document management, compliance, client reporting and investor web access in a single management information dashboard.

It will also provide order management capability.

The tercero Wealth Workstation can be integrated with third party administration systems, custodians and market data providers.

It is already deployed at a number of wealth management institutions in the UK and Channel Islands.

“This version of tercero is the culmination of decades of experience and over 20 man-years of development. It represents the needs of the modern wealth manager,” says Stewart Foster, chief operating officer of Third Financial. “We have worked closely with our clients to ensure the software provides timely and accurate information across their entire universe of data. This helps ensure they remain compliant, manage risk effectively, and provide the levels of client service necessary to compete in today’s market.”

Third Financial was founded in January 2008 by four members of the senior management team of Financial Objects.