Third Financial launches new portal that will transform advisers’ management of clients
Third Financial, part of the Nucleus group, has launched a white-labelled digital proposition that provides a modern, intuitive, automated platform that will transform the way advisers and their admin teams manage their clients. The proposition is targeted at large advice firms and consolidators who want to launch an Adviser as a Platform (AaaP) service.
Using cutting edge technology, and the latest security and authentication processes, the new portal provides a host of innovative new features, including
- Access to a wide range of dynamic dashboards that visualise data across the business at a variety of different levels, providing advisers with actionable insights at a glance
- A full client onboarding journey that covers general investment accounts, ISAs, Junior ISAs, SIPPs and Offshore Bonds that supports multiple mandates in single wrappers
- An optional two-way integration with Intelliflo Office for client onboarding, valuations and fees, saving dual keying between two systems
- Comprehensive workflows such as rebalancing, withdrawals, contributions, model switches, Bed & ISAs and trading, saving time and reducing administrative burden
- Automatic allocation and investment of new cash (including phasing) and automatic disinvestment for regular withdrawals, ensuring accuracy and efficiency
- A number of client enquiry tools such as performance analysis, CGT (including ‘what if’ scenarios), portfolio analysis and the production of branded client reports, empowering advisers to deliver deeper insights to clients
Chris Williams, Managing Director at Third Financial, said: “The launch of our new adviser portal represents another milestone in rolling out our digital strategy. It reflects our commitment to delivering a seamless experience for advisers and investment managers, reducing the time spent on administration, and freeing up more time for them to spend with customers.”
James Waterman, Product Director at Third Financial, added: “We built this portal from the ground up using the latest technology, with a clear focus on delivering a frictionless and intuitive user experience. By listening to advisers and understanding their workflows, we’ve created a platform that simplifies complex processes, improves efficiency, and helps them provide exceptional service to their clients.”
Third’s investment platform is used by more than 60 firms, and the portal is already being used by customers like financial advisory group Foster Denovo.
Foster Denovo’s Strategy Implementation Director, Corporate Development, Leigh Johnstone, said: “We have worked closely with Third Financial to ensure this innovation meets the complex needs of advisers and their teams to serve clients even more effectively. The portal’s dashboards give us relevant and timely data in an easy-to-use format, and it’s been central to streamlining the process to bring even more clients on board. We see a positive impact and look forward to further benefits as future enhancements come online.”
Built on top of Third’s market-leading system, Tercero, the platform also integrates to Imago (Dunstan Thomas) for illustrations.
Nucleus acquired Third Financial last year. The group offers the broadest range of products, services and software options that enable large advisory firms and consolidators, investment managers and institutions, to take some or all control of their platform propositions.
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