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Boutique wealth manager implements Tercero platform

Surrey-based boutique wealth manager Edwards Securities Limited has implemented the Tercero Wealth Management platform from Third Financial to support its growth strategy.

With over 45 years’ of experience, the independently owned wealth management company provides advice to individuals and companies seeking returns on their investments.
After a prolonged period of rapid growth, Edwards was looking to progress its existing IT infrastructure in order to improve operational efficiency and to enhance the client experience.
The Tercero platform has been fully implemented and the latest Wealth Management technology is already allowing Edwards Securities to achieve its operational objectives.
Terry Edwards, founder and managing director of Edward Securities, says: “In today’s investment world it is easy to get lost in the blizzard of information and we have long been a supporter of using the latest technologies to complement our own investment management skills. After a comprehensive review of solutions tailored specifically to discretionary wealth management, I am delighted we selected Tercero from Third Financial Software.’’
Stewart Foster, chief executive at Third Financial Software, says: “We are thrilled to welcome Edward Securities on board as our newest client. The fully integrated Tercero platform, particularly order management, portfolio management, client relationship management and mobile delivery, make it the ideal choice for Edwards Securities as it will evolve in sync with their growing business.”

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