CRM for Wealth

The tercero Client Relationship Manager (CRM) product is a proven, integrated solution that offers customer relationship management designed specifically for the management of wealthy investors and institutional clients.

Leveraging the millions of dollars of investment Microsoft have already made, Third Financial Software have invested significant amounts of resource and experience in to making it fully compliant with the requirements of the wealth and investment management community. Single views of clients, investors, funds and family groups can be easily achieved. Full contact management and tracking functions ensure that timely actions with clients are undertaken and full opportunity is gained from relationships.

Additionally, the tercero CRM module can be fully integrated with existing in house systems as well as the tercero IMS, and reporting products. All products operate from one single data source and consequently all risk profiles, mandates, constraints, fee structures and compliance details captured in the tercero CRM product are shared throughout the system. Conversely all portfolios, holdings, valuations, performance calculations, risk measures and reports are shown in the tercero CRM module. This allows advisors, sales people and administrators to have one single consolidated view of the clients and their investments, all in Outlook or via the CRM desktop.

Key features

•    Contact management
•    Family and group management
•    Campaign management
•    Segmentation
•    Document management and distribution
•    Compliance and restriction management
•    Mandates
•    Risk Profiling
•    Proposal definition and generation
•    Outlook and email integration
•    Portfolio valuations
•    Integration with IMS
•    Delivery via desktop, web, mobile or tablet device
•    Out of the box private client account structure
•    Capture and monitoring of client contact details
•    Standard activities including appointments, tasks, email etc.
•    Microsoft Outlook integration
•    Automated alerts for neglected accounts
•    Professional intermediary support

Document Management

The tercero document management system is a secure, browser based document management and workflow system capable of handling large volumes, sophisticated searching, workflow and document routing.

Features include:

•    Browser based, user friendly interface
•    Advanced search capabilities
•    Automated and direct scan capture
•    Sophisticated document workflow
•    MS Office integration
•    Automatic PDF creation

Portfolio Review

The tercero portfolio review function allows investment managers to compare current investment exposures to agreed targets and confirm periodically that the client portfolio is in line with the client mandate.

Features include:

•    Automated review schedules
•    Configurable analysis structures for modelling
•    Easy to use and intuitive modelling interface
•    Graphical and pivot table enquiries
•    Integration with internal research
•    Consolidation of composite, client level and family groupings