UK-based BRI Wealth Management has selected Third Financial’s Tercero Wealth Management platform to support its growth strategy.
Third Financial claims that the Tercero platform will allow BRI to achieve its objectives to differentiate itself by using the software to provide personalized service to its clients.
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Dean Wragg, chief operating officer of BRI, said: "The full integration of client static data, activity management and real-time investment data will give our client relationship managers and our investment teams the edge as all the information they need to improve client service will be available, when they need it, on the phone or during face-to-face engagement with clients.
"Another important aspect is the way Tercero automates compliance processes, whether they are investment mandates or FCA imperatives such as suitability and TCF (Treating Customers Fairly)."
Roland Jones, sales director at Third Financial Software, added: "The fully integrated Tercero platform, particularly order management, portfolio management, client relationship management (CRM) along with mobile delivery from one single data source make it the ideal choice for BRI and will fully support their growth strategy."
BRI Wealth Management has over 45 years’ experience in providing discretionary and advisory portfolio management services to private investors, family trusts, charities, pension schemes and financial institutions.
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