Strategic partnership between Logismata and 3rd-eyes analytics

Logismata and 3rd-eyes analytics have decided to enter into a strategic partnership given their complementary product offerings. The aim is to mutually connect the existing solutions in order to bring the areas of financial planning and consulting as well as wealth management and investment advice closer together.

Logismata is the leading provider of financial planning software for Swiss banks, insurance companies and independent financial advisers. The flagship product ALLFINA professional bundles Logismata’s comprehensive expertise in the areas of financial, retirement, tax and estate planning and offers financial planning professionals a high degree of flexibility in the development of financial plans for demanding clients. Individual calculation logic is made available as topic-oriented modules for the client advisor and as “QuickWin calculators” via API. Logismata thus serves all stakeholder groups, from specialists to client advisors to end customers.

3rd-eyes analytics enables financial institutions to provide individual, holistic wealth planning and goal-based investment advice with realistic, scenario-based asset liability management methods. The topic of “sustainable investing” is fully integrated into the advisory process. The solutions are modular and can fully replace or complement existing advisory processes as software-as-a-service (SaaS) or via API.

This partnership serves as basis for both companies to deepen their cooperation and to improve their offering to existing clients and prospects. The modern IT architecture of both solutions facilitates this and creates the basis for financial institutions to offer their clients a seamless transition between financial planning and investment advice.