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Tercero Mobile app for iPhone and iPad


4.4 ( 7104 ratings )
Finance
Developer: Third Financial Software Ltd
Free
Current version: 1.3, last update: 7 years ago
First release : 18 Sep 2012
App size: 20.8 Mb

Tercero Mobile allows you to view your Tercero account online.

If you are a client, Tercero Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, you can access your client’s details and portfolio information to present to your clients as and when you need.

Key Features

• Client information for IMs / IFAs
• Portfolio summary information
• Valuations
• Portfolio holdings
• Cash transaction listings
• Trade transactions
• Performance data for your portfolio
• Offline mode to access any data you viewed in your last session if an internet connection is no longer available.