Third Financial Software, a provider of software services to the wealth management community, has announced that Corazon Capital has selected its integrated investment management platform, Tercero.
The Tercero suite, which comprises solutions for portfolio management; client relationship management; client reporting; document management and internet access for investors, will be deployed across Corazon’s Guernsey, Jersey and Geneva offices.
The Tercero client relationship management (CRM) is expected to build a complete know your customer (KYC) profile for all clients at Corazon helping to both retain and win business. This data will in turn be used for more effective and frequent client reporting. The Tercero investor portal will allow Corazon to provide on-demand information to clients through online valuations and electronic access to reports. Additionally, the model-based Tercero investment management system will enable the Corazon investment team to manage individual client portfolios and complex multi-member pension portfolios with equal ease, according to Third Financial.
Chris Trower, director of Corazon Capital, said: In an unforgiving market, it is essential that Corazon continues to deliver the exceptional levels of service that clients have come to expect, which is why we’ve turned to Third Financial. This technology investment will enable us to attain better quality information and deliver accurate, timely and user-friendly reports to our clients. Additionally, clients will also have access to detailed, easy-to-digest investment information through our new investor portal. We expect our clients to recognize quickly the benefits of this solution.
Gary Linieres, director of Third Financial Software, said: As the financial market undergoes an unprecedented period of turmoil and change, effective communication with clients becomes increasingly essential. By implementing the Tercero suite, Corazon has demonstrated its commitment to improving levels of trust with clients and positioning itself as an organization that emerges strongly from the current climate.