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Third Financial
About the provider
Third Financial is positioned as a regulated technology business delivering a smart investment platform for the modern wealth manager, with a particular focus on wealth businesses which combine financial planning and discretionary investment management.
Our regulated platform service delivers advanced portfolio management and adviser workflow capabilities allied to an efficient administration and custody service, all built using technology we own and control. As well as the platform technology, all the core components of our regulated service are fully controlled by Third Financial, and these include Third Financial taking responsibility for:
- providing you with investment access to over 11,000 UK and offshore funds, all listed securities in the UK and most international markets, many structured products and other assets
- providing you wth access to the main wrappers and a wide range of third party products (other pensions and offshore bonds)
- dealing in all assets, including direct execution with retail market makers (RSPs) through our direct membership of the London Stock Exchange
- responsibility for all investment administration including transfer-in processing, asset servicing, fee collection and client reporting
- safeguarding client assets & client money in full accordance with FCA CASS rules, complemented by our direct membership of CREST
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Ownership:
Third Financial is majority-owned by the private equity business, Grafton Capital.
AUM:
£40billion
Partnerships:
Fully owned and controlled by Third Financial
NextWealth analysis
Third Financial doesn’t figure on our adviser survey and so we don’t have any data on which to base an opinion. As the platform receives reviews on our directory, we will offer a view.
Integrations
Integrates One Way
Integrates Both Ways
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intelliflo office (intelliflo)
Xplan (Iress)
Insignis Cash Solutions
No integrations available for Cashflow Modelling
Client Portal – Xplan (Iress)
moneyinfo
Canada Life
Morningstar
Pershing
Utmost Wealth
ICE
Morningstar
No integrations available for Risk profiling and suitability
