Dean M. Proctor, CEO of Arbuthnot Latham, said: âWe needed a wealth management platform that would enable us to build our own custom models and manage clients in a fully automated and compliant way. After a six-month long evaluation process, where we considered more than 20 technology vendors, we chose Third Financialâs tercero Wealth Workstation. The platformâs functionality will allow us to improve our processes, allow us to meet our compliance obligations whilst improving client communications through high quality reporting and online experiences.â
tercero will initially integrate with the firmâs existing back office system and will enable Arbuthnot to scale up without incurring significant operational costs. With tercero, Arbuthnot Latham will be able to integrate its front and middle office activities using the latest Microsoft technologies to combine investment management, CRM, document management, compliance, client reporting and online web access in a single unified platform.
Gary Linieres, Director at Third Financial Software, said: âWe were delighted to be selected by such a prestigious city establishment; tercero will enable Arbuthnot Latham to provide an unparalleled service to its own staff and clients. This new partnership is further testament to our rapid business growth and expertise in working with some of the UKâs leading financial institutions. We are delighted to be working with Arbuthnot Latham who will be actively involved in the strategic development of tercero in some new and exciting areas.â