Case Study: Third Financial delivers faster regulatory illustrations with Dunstan Thomas Imago Illustrations

Third Financial launches regulatory illustrations in weeks with Dunstan Thomas

Third Financial, a UK-based investment platform and wealth management software provider, needed a cost-effective and rapid solution for generating regulatory disclosure documents for all their product wrappers. They partnered with Dunstan Thomas to implement its Imago Illustrations software, which provided the required flexibility, scalability, and white-labeling capabilities without the need to build a proprietary system.

Dunstan Thomas initially delivered a hosted Imago Illustrations Bureau service within weeks, allowing Third Financial to quickly meet market demands. As business volumes grew, Third Financial implemented a dedicated instance of the software for greater scale and control. The solution provided a fully integrated, 'black box' system that delivers on-demand, white-labeled documents directly to users, supporting the firm's ambitious growth plans and enabling them to administer over £60bn in assets.

Third Financial