Press Release: Quirin Private Bank relies on Swiss 3rd-eyes analytics for their advisory process and services
Read the press release to learn how Quiring Privatbank uses the 3rd-eyes analytics digital wealth platform for its client advisory serv...
The Goal-Based Platform for Digital Wealth Management
We all have unique financial goals, and so do your clients. 3rd-eyes digital wealth management solutions help your clients assess their financial health and achieve their goals amidst economic and environmental uncertainty.
A Wealth Manager Platform Unlike Any Other
Make digital wealth management effective and efficient by integrating your clients’ financial goals, values, and sustainable investment preferences into truly personalised investment proposals—at scale.
3rd-eyes Wealth Management Platform
Hyper-Personalisation
Tailors financial advice to specific client goals, values, investment strategies and preferences.
Engaging Client Experience
Interactive visualisations make financial advice comprehensible and increase conversion rates.
Enabling Growth
Encourages clients to disclose all their assets, enables holistic financial advice and increases revenue.
Differentiating in Sustainability
Shows the consequences of climate change on your clients’ future wealth and ensures compliance with latest regulations.
Increasing Efficiency
Simulates outcomes, creates wealth plans, links them to personalised investment recommendations, and summarises it automatically—all compliant with MiFID II and other regulations in Europe.
Realistic Projections
Takes a novel and advanced approach to asset liability management.
Traditional Wealth Management Solution
Limited Client Experience
Only basic data visualisation and few interactivity without differentiation.
One-Size-Fits-All
Clients receive standardised investment strategies and products.
Time-Consuming Processes
Inefficient processes for creating holistic and personalised investment recommendations.
Pure Focus on Regulation
ESG compliance is essential but will not help achieve sustainable investment ambitions beyond regulation.
Focus on Investable Assets
No motivation for clients to disclose all their assets and liabilities.
Unlock Financial Wellbeing. Together.
Learn More About Our Digital Solutions for Wealth Management Firms
A suite of versatile digital tools built to empower advisors and wealth management firms.
Goal-Based Digital Wealth Management Platform for Advisors
Help Your Clients Achieve their Dreams
Present your clients with a holistic view of their total wealth and simulate realistic wealth scenarios. Provide tailored optimisations that maximise their chances of achieving their financial goals.
The integrated platform allows you to create individual strategic asset allocations, core/satellite solutions, or use strategy and model portfolios, ensuring regulatory compliance throughout. Suitability minutes and customised reports are automatically generated, and clients can be kept engaged with the use of interactive visualisations of their financial health.
Self-Service Digital Wealth Planning Solutions for Your Clients
Empower Your Clients and Prospects with User-Friendly Planning Tools
Our intuitive, self-directed wealth planning solutions are designed to engage your prospects and clients. Provide them with the tools to create personalised wealth plans and evaluate their financial health and achievability of their financial goals. Transform prospects into loyal clients by empowering them to make financial decisions, such as enrolling in a savings plan or requesting guidance from an advisor. These solutions are highly flexible and can be tailored to suit your specific requirements.
One-Page Planner
A simplified one-pager for self-directed wealth planning. Customise and integrate the planner into your digital experiences, as an e-banking add-on or a service to your website.
Simple Suite
Leads clients through any wealth management advisory process with or without the help of an advisor. Select the modules you want your clients to have access to and tailor the journey to their needs.
Mobile Suite
Allow your clients to manage their wealth plan from any mobile device. Choose the right modules and customise use cases for specific scenarios like lead generation and conversion.
Risk Engine APIs for Digital Wealth Planning
Brand and Scale with our Flexible Risk Engine APIs
Our risk engine consists of two APIs that enable realistic wealth projections and asset allocation optimisations. Wealth projections are based on holistic, scenario-based simulations that include both liquid and illiquid assets, and liabilities. They include calculations for achieving financial goals in thousands of realistic capital market scenarios that include fat tails. Meanwhile, you can use our risk engine also to optimise strategic asset allocation and portfolios, with multiple objective functions and logics available to meet the needs of your specific client segments. Ultimately, this enables financial institutions to align product distribution with clients’ interests.
AI Assistant for Financial Services
AI-Powered Support
Our embedded AI capabilities help financial advisors and clients explain wealth plans and investment recommendations.
Trusted by Leading Organisations
In developing our new wealth management offering for the Swiss market, we found a proven partner in 3rd-eyes analytics, which provides us with an extremely flexible advisory solution. Thanks to the innovative approach and expertise of all our colleagues at 3rd-eyes analytics, we now have a proposition for the Swiss market that offers the best of both worlds – Swiss Life’s investment expertise combined with the technical backbone of 3rd-eyes analytics. The interactivity and visualisation of the advisory discussions make it easier for clients to understand the recommendations which leads to a high level of client satisfaction and simplifies client acquisition.
Marion Koch
Head of Swiss Life Wealth Managers
Our long-standing partnership with 3rd-eyes analytics has been a complete success since 2019. Thanks to their flexible advisory solution and their expertise in designing investment and advisory processes that seamlessly integrate sustainable investing, we have been able to modernise and differentiate our offering landscape. Our cooperation is characterised by strong mutual trust and open communication, which is crucial for the success of the project.
Florian Keller
Head of Investment Center
A real game changer in investment advice!
I have experienced numerous tools and planners in my 16 years at Quirin and previously at other banks, but this solution is different. It offers a unique live experience. The concise and intuitive visualization, the ability to create results live and adapt scenarios directly opens up completely new perspectives and increases client engagement. It creates a new dimension of security in investment advisory and clearly shows changes. The holistic approach leads away from pure product sales and towards holistic, client-centric advice. I have never seen this with any other tool before and it opens up completely new possibilities for creating individual plans.
Ivica Jankovic
Deputy Branch Manager
My guiding principle: Through inner balance to financial peace of mind.
My goal is to help investors reflect on their experiences and beliefs, overcome their fears of investing, and look to the future with confidence and a clear plan. The Q-Navigator, our planning tool, provides foresight and strengthens the connection.
Julia Blaschke
Financial advisor
Award-Winning WealthTech. Made in Switzerland.
SOC 2 Level II certified
2023
Winner
2023
Winner
2023
Winner
2022
SOC 2 Level II certified
2021
Finalist
2021
Finalist
2021
Selected by PwC
2021
Winner
2021
Finalist
2020
Winner
2020
Finalist
2020
Winner Open Innovation Challenge
2019
Winner
2019
Participant Accelerator & Incubator Programme
2019
Finalist
2018
Member of the Swiss National FinTech Team
2018
Regional Finalist Future of Finance Challenge
2017
Top 50 Companies to Invest in
2017
See How Advisors Succeed
with 3rd-eyes analytics
Convert Prospects Into Clients
Demonstrate the value of wealth advice with interactive visualisations that are easy to understand.
Grow Your Assets
Forward-looking wealth and goal achievement simulations motivate prospects and clients to disclose their total wealth and invest.
Increase Advisor Productivity
Gain efficiency by creating holistic investment proposals at scale. Automate suitability and meeting minutes throughout.
Grow Discretionary Portfolio Management
Link the investment discussion to the client’s life situation, instead focusing on specific investment products, leading to an increasing share of discretionary mandates.
Differentiate in
Sustainable Investing
Motivate clients to invest sustainably by visualising the impact of climate change on their investment decisions. Build climate-resilient and carbon-neutral portfolios while fully complying with the most recent regulation.
Offer Hybrid Advice
Allow clients and prospects to plan their wealth, evaluate financial goals, and fill in questionnaires before meetings to increase efficiency.
The definition of financial wellbeing? Achieving your goals on your terms.
Experience the very best in goal-based digital wealth management. Request a personalised product tour for your business today.
Read the Latest in Digital Wealth Management Trends
Press
Events
Interview – Private Banking & Wealth Management London 2023
Marc Mettler presents "The Implications of Climate Change on Wealth Management" at the World Economic Forum in Davos, January 2024.
Blog
Interview with CEO Stephanie Feigt in the Frankfurter Allgemeine Zeitung (FAZ)
Climate change affects economic growth and capital market returns. Concrete calculations for individual investors are difficult - but a...
