Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • ZenTreasury Reviews & Ratings
    4.9 out of 5 stars 9 Ratings
    Company Website for ZenTreasury
  • Sharesight Reviews & Ratings
    4.0 out of 5 stars 566 Ratings
    Company Website for Sharesight
  • Nexo Reviews & Ratings
    4.4 out of 5 stars 18,780 Ratings
    Company Website for Nexo
  • NaviPlan Reviews & Ratings
    Company Website for NaviPlan
  • QUODD Reviews & Ratings
    5.0 out of 5 stars 1 Rating
    Company Website for QUODD
  • AdvancedMD Reviews & Ratings
    5.0 out of 5 stars 2 Ratings
    Company Website for AdvancedMD
  • TriNet Reviews & Ratings
    4.2 out of 5 stars 1,994 Ratings
    Company Website for TriNet
  • OpenMetal Reviews & Ratings
    4.4 out of 5 stars 41 Ratings
    Company Website for OpenMetal
  • Act! Reviews & Ratings
    4.0 out of 5 stars 555 Ratings
    Company Website for Act!
  • CEX.IO Reviews & Ratings
    4.5 out of 5 stars 29 Ratings
    Company Website for CEX.IO

What is Third Financial?

Designed to meet your specific needs while exceeding your expectations, our solution significantly enhances operational efficiencies for your wealth management firm by consolidating various platform relationships into a single, comprehensive multi-asset and multi-currency investment platform. Regain full control over your client offerings by promoting your brand, tailored investment solutions, and personalized platform fees. Say goodbye to the administrative burden and support tasks associated with other platform providers. We own and operate our technology, guaranteeing maximum automation throughout the platform. Our flexible APIs are essential for enabling prompt and electronic data exchanges with external partners, which effectively reduces the double-entry workload that your business would typically encounter. Furthermore, for wealth management firms utilizing Intelliflo Office as their back-office system, our platform offers a real-time, bidirectional interface for the smooth electronic transmission of all client-related information, greatly improving operational efficiency. This seamless integration not only streamlines workflows but also enriches the overall client experience by ensuring that information remains current and readily accessible at all times. Ultimately, our solution is designed to elevate your firm's capabilities and deliver superior service to your clients.

What is FNZ?

FNZ provides a comprehensive platform-as-a-service that integrates advanced technology, strong IT infrastructure, and extensive investment operations into a unified solution. By effectively combining front office digital delivery with back-office processes and localized hosting, we create a fluid operational experience. Our focus on security, resilience, and scalability drives us to continuously improve our services. The platforms are built on sophisticated technology that is protected by top-tier cybersecurity measures. With a wealth of experience in platform deployment and large-scale migrations, we leverage our proprietary migration engine to ensure efficiency. Our state-of-the-art IT infrastructure guarantees ongoing security, availability, performance, and scalability for all services at any moment. We offer digital-first solutions from FNZ-managed domestic or regional data centers, ensuring the best possible service delivery. Furthermore, through automated end-to-end straight-through processing and meticulous control monitoring, FNZ delivers robust asset-servicing solutions that adhere to industry standards. This unwavering dedication to excellence not only reinforces FNZ's position but also sets a benchmark in the platform services market. By prioritizing innovation, we continue to evolve and adapt to the needs of our clients and the industry as a whole.

Media

Media

Integrations Supported

Integrations Supported

Appway Digital Banking

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Not specified

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Third Financial Software

Date Founded

2008

Company Location

United Kingdom

Company Website

www.thirdfin.com

Company Facts

Organization Name

FNZ

Date Founded

2003

Company Location

New Zealand

Company Website

www.fnz.com/what-we-do/the-fnz-platform-as-a-service

Categories and Features

Investment Management

Bonds / Stocks
Client Management
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Portfolio Management

Wealth Management

Not specified

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Performance Metrics
Portfolio Management
Risk Management

Wealth Management

Not specified

Popular Alternatives

MoneyWare Reviews & Ratings

MoneyWare

Miles Software (EbixCash)

Popular Alternatives

One Click Crypto Reviews & Ratings

One Click Crypto

5.0 out of 5 stars