Third Financial, part of the Nucleus group, has launched a mobile app for iOS and Android devices.
It will enable access to all the client’s investments in one place, providing real time valuations across the range of investment wrappers, along with investment analysis and the digital delivery of documents and reports.
It has all the security and authentication features, and is fully “customizable,” 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 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 system, Tercero, and leveraging its extensive APIs, it complements the client portal to offer a seamless 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 in 2024.
The group claims that it offers the widest 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.”
As covered, Nucleus Financial Platforms is one of the UK’s independent groups for investment platforms, products and wealthtech software.
It’s the “only” large-scale group with a range of bespoke platform solutions to meet the needs of advisory and wealth management firms of all sizes.
It operates the Nucleus Wrap and James Hay Online retail investment platforms, and through Curtis Banks and Talbot and Muir is “one of the UK’s largest administrators of SIPP and SSAS products.”
With the wealthtech experience of Third Financial and Dunstan Thomas, Nucleus now powers some of the industry’s product providers, advisory firms and consolidators, “discretionary investment managers and institutions, with enterprise-wide, platform software solutions.”
Working with financial advisory firms, the group administers £97 billion of investments on behalf of UK customers, seeking to deliver service and financial outcomes for them.
Third Financial is the investment platform for the “thinking” wealth manager, now part of the Nucleus Financial Platforms Group.
It brings together its own tech and the expertise of industry professionals.
It provides the core processing, asset servicing and market connectivity for the management of over £50bn of assets.
It delivers a digital experience to investment managers, advisers and their clients with the “reassurance” of support when required.
Third Financial maintains business offices in London and Birmingham.