Home Services About Clients News Request a demo Our services Designed to meet your needs. And exceed your expectations. All the services, one single supplier Investment Platform API Cash Platform Software We call it our Investment Platform service, but that really doesn't do it justice. This is a comprehensive, whole-of-market, custody, trading, technology and back-office outsourcing service. On top of all that, it gives you the ability to launch your own, white-labelled d2c investment platform across all asset types. Using our own market-leading wealth management software, Tercero, enhanced by our microservices engine, Photon, and alongside our experienced operations team, we offer a tailored solution for you and your clients. You have access to Tercero to manage clients, rebalance portfolios and review our sophisticated client and tax reporting. Your clients have customisable online access to view, pay and trade. If that’s not enough, we also have an offshore service, courtesy of our Jersey subsidiary, giving you all the above plus the benefits of offshore custody. We’re authorised and regulated by the FCA and take on all CASS responsibilities. We’re also HMRC-approved ISA managers, members of Crest and the LSE. How we help your business Wealth Managers Outsource all your back-office operations to experienced professionals and free up your time to focus on what you do best. Our technology provides you with a depth of functionality developed around your clients’ needs including CGT reporting, performance attribution and rebalancing to models, along with ISA management and your choice of other tax efficient wrappers. See client example Independent Financial Advisors Our solution gives you greater control of the client experience. You have online access to your clients’ portfolios, 2-way integration with Intelligent Office and access to our Cash Management platform via your own (white-label) portal. Our team is well versed in managing the efficient transfer of assets from other platforms. See client example Fintechs We accelerate the speed to market of your breakthrough idea - simply leverage our experience, capability and API to make it all work. We have everything in place already, including membership of Crest, access to the Stock Exchange, RSP and fractional trading, so you can focus on the user experience and leave the rest to us. See client example "Impressive and responsive people to work with, always keen to assist and prompt to resolve queries. Lines of communication are clear and there's a good depth of knowledge across the whole team." Gino Palmeri, CEO - GPIM Ltd Request a demo We care about protecting your data. Here’s our Privacy Policy. Footer HomeServicesAboutClientsNewsContactUseful Documents Website by Oyster Design Cookie Policy By continuing to use this website you are giving consent to cookies being used. ACCEPTMore information © 2020 Third Financial Software Ltd | Company No. 06448163 © 2020 Third Platform Services Ltd | Company No. 09588254 © 2020 TPS Offshore (Jersey) Ltd | Company No. 131365. Third Platform Services Ltd is authorised and regulated by the Financial Conduct Authority, FRN 717915.