Third Financial

Third Financial

Third Financial Software
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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Organizations looking for a Wealth Management solution that helps simplify their financial research and reporting issues

Audience

Wealth businesses

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Morningstar
United States
www.morningstar.com/products/advisor-workstation

Company Information

Third Financial Software
Founded: 2008
United Kingdom
www.thirdfin.com

Alternatives

inStream

inStream

inStream Solutions

Alternatives

MoneyWare

MoneyWare

EbixCash
Fundamental Portfolio Manager

Fundamental Portfolio Manager

Fundamental Software
PureFacts Wealth Management

PureFacts Wealth Management

PureFacts Financial Solutions

Categories

Categories

Investment Management Features

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

Integrations

MoneyGuidePro
ProTracker Advantage
Redtail CRM
RightCapital
Salesforce
TD Ameritrade
eMoney

Integrations

MoneyGuidePro
ProTracker Advantage
Redtail CRM
RightCapital
Salesforce
TD Ameritrade
eMoney
Claim Morningstar Advisor Workstation and update features and information
Claim Morningstar Advisor Workstation and update features and information
Claim Third Financial and update features and information
Claim Third Financial and update features and information