London based wealth management firm, Barker Poland, has implemented the Tercero platform from Third Financial Software, as a means of improving oversight and control, and providing a programme for future growth.
The wealth management firm has taken Tercero front and middle office modules including investment management, CRM, compliance, online investor portal and client reporting to consolidate its data into a single, centralised source.
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Geoffrey Wright, CEO of Barker Poland Asset Management said: "We needed a wealth management platform that would assist our commitment to delivering superior client service, increased management visibility and improved operational efficiency.
"Tercero will enable us to work more efficiently, whilst complying with the strict regulations of the financial services industry. What’s more, the system promises to continue to support our future growth plans".
Stewart Foster, chief executive of Third Financial added: "More and more progressive wealth managers are investing in Tercero as a future proof technology platform to help enable controlled and cost effective future growth. We are delighted to have been able to add Barker Poland to our growing list of clients"
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