Third FinancialThird Financial Software
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Related Products
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About
Your business can’t run at speed while noisy and disorganized information flow is slowing you down. Your team needs a real-time, 360-degree view of events in order to anticipate challenges and run in the now. Engineered to accelerate knowledge flow throughout the organization, driving the best action and allowing your team to run in the now. Real-time aggregation and curation of your alerts, news, events, updates, reactions from your internal or external systems unified on your desktop and mobile. Operating as a ‘smart layer’ across your existing applications and leveraging a taxonomy unique to your business gives you the context to take decisive action. Like a biological nervous system, Pathfinder takes messy real-world inputs and turns them into organized information, helping users make sense of events. This is why we call it an Enterprise Nervous System.
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About
Designed to meet your needs. And exceed your expectations. Gain significant operational efficiencies for your wealth business through consolidating your multiple platform relationships to operate your own multi-asset, multi-currency investment platform. Take back full control of your client proposition through reflecting your own brand, your own investment solutions and your own platform fee. Lose the administration overhead and adviser support burden associated with other platform providers. We own and control our technology, and drive the highest levels of automation across the platform. Our flexible APIs are pivotal to the timely and electronic exchange of data on a 2-way basis with external parties and more critically, in reducing the dual-keying burden assumed by your business. For wealth businesses utilizing Intelliflo Office as their back office system, the platform features a real-time, 2-way interface to Intelliflo Office for the electronic submission of all client.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Investment Management solution for business managers
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Audience
Wealth businesses
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationRed Deer
Founded: 2013
United Kingdom
www.reddeer.com
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Company InformationThird Financial Software
Founded: 2008
United Kingdom
www.thirdfin.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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Integrations
No info available.
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Integrations
No info available.
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