Third Financial, part of the Nucleus group, has launched a mobile app for iOS and Android devices.
It will enable quick and easy access to all the client’s investments in one place, providing real time valuations across the full range of investment wrappers, along with detailed investment analysis and the digital delivery of key documents and reports.
It has all the latest security and authentication features, and is fully customisable, so can be provided to the clients of Third Financial using the advisers’ and investment managers’ own brand.
Third’s investment platform is used by more than 60 firms, and the app is already being rolled out to some of Third’s customers including Foster Denovo and McInroy & Wood, with plans to make it available to all supporting customers over the coming months.
Built on top of Third’s market-leading system, Tercero, and leveraging its extensive APIs, it complements the existing client portal to offer a seamless and intuitive experience, enabling clients to engage with their investments digitally and on the go.
Chris Williams, managing director at Third Financial, said: “The launch of our new mobile app represents a step forward in our digital strategy. It reflects our commitment to continually invest in the priorities of advisers and investment managers, helping them to deliver better service, under their own brand, for their clients.”
James Waterman, product director at Third Financial, added: “The app was built based on customer feedback and is designed to provide a clean and simple user interface that enables advisers and investment managers to apply their own branding. Leveraging our extensive API suite, it delivers real-time information, making it much easier for clients to monitor their investments.”
Nucleus acquired Third Financial earlier this 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.
