Overview
Third Financial was launched in March 2008 and is one of the fastest growing and most innovative wealth management vendors in the market.
Third Financial has developed the new generation Tercero Software Platform from the ground up. This is the only new front to back wealth management software platform to appear in more than a decade.
The company has also established a reputation as being the only true 'Wealth CRM' experts and is leading the market in terms of adoption and investment into new mobile technologies.
