Edwards Securities, a UK-based wealth management firm, has selected Third Financial’s Tercero wealth management platform to support an ambitious growth strategy.
The Tercero platform will enable Edwards Securities to achieve its operational objectives in addition to enhancing its already acclaimed personal service, according to Finextra.
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Additionally, the platform will allow Edwards to expand their IT infrastructure to enhance operational efficiency and improve client experience.
Terry Edwards, founder and managing director of Edward Securities, said: "After a comprehensive review of solutions tailored specifically to discretionary wealth management, I am delighted we selected Tercero from Third Financial Software.”
Stewart Foster, CEO at Third Financial Software says: "The fully integrated Tercero platform, particularly order management, portfolio management, client relationship management (CRM) and mobile delivery make it the ideal choice for Edwards Securities as it will evolve in sync with their growing business."
Edwards Securities delivers the highest levels of personal expertise and advice to individuals and companies looking for meaningful returns on their investments.
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