Wealth management is undergoing a digital transformation driven by demographic shifts, rising costs, and increasing client expectations for personalized, tech-enabled service. While many financial institutions still rely on outdated IT infrastructures, pressure is mounting to adopt efficient, client-centric systems. In this evolving landscape, 3rd-eyes analytics stands out by enabling banks to offer scalable, personalized financial planning rooted in realistic market modeling.
A key example is Quirin Privatbank, which integrated 3rd-eyes analytics into its advisory process in 2024. The bank, known for its fee-based model and academic investment philosophy, uses the solution to capture clients’ financial goals and visualize different paths toward achieving them. The software accounts for life circumstances, investment preferences, and market uncertainty—including the risks during withdrawal phases that linear models often overlook.
“The heart of our advisory service is connecting a client’s current wealth situation with their future goals,” explains Ivica Jankovic, Deputy Branch Manager in Frankfurt. He emphasizes that 3rd-eyes analytics creates a new kind of experience: “In my 20+ years in wealth planning, I’ve always seen it as a dry, mathematical construct. Now we’re creating a true advisory experience.”
What differentiates 3rd-eyes analytics is its stochastic modeling, which incorporates historical volatility, inflation, fees, and taxation to calculate net values precisely. This enables advisors to realistically show the financial impact of various scenarios, such as early retirement or healthcare needs, while also demonstrating the benefits of portfolio adjustments.
As wealth managers increasingly seek modular, intuitive platforms that go beyond legacy systems, 3rd-eyes analytics delivers a powerful value proposition. It bridges the gap between client expectations and advisor capabilities—positioning itself not just as software, but as a strategic enabler of modern, goal-based advice.
Original article: https://www.fondsprofessionell.de/magazin/bank-fonds/artikel/knackiger-code-gesucht-66490/
