Enabling Next Generation Wealth Planning and Advice

Enabling Next Generation Wealth Planning and Advice

We believe that each person is unique and should understand how to fulfil their dreams, get a realistic picture of their future wealth, cover their life risks and invest in a sustainable manner. Therefore, we empower financial institutions to deliver goal-based investing with realistic and scenario-based asset liability management methods, integrating sustainable investing in all steps of the advisory process. We support the transformation of the wealth management and insurance industry with our modern, interactive and omnichannel advisory solutions. They are white-label, easy to customise and available as Software-as-a-Service or as REST APIs.

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We believe that each person is unique and should understand how to fulfil their dreams, get a realistic picture of their future wealth, cover their life risks and invest in a sustainable manner. Therefore, we empower financial institutions to deliver goal-based investing with realistic and scenario-based asset liability management methods, integrating sustainable investing in all steps of the advisory process. We support the transformation of the wealth management and insurance industry with our modern, interactive and omnichannel advisory solutions. They are white-label, easy to customise and available as Software-as-a-Service or as REST APIs.

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    Advisory Suite

    The advisory suite empowers financial advisors to deliver goal-based, individual, realistic and sustainable investment and insurance advice to your private and institutional clients.

    By taking important life events into account, the solution is not only suitable for banks, wealth managers and family offices, but also for insurance companies.

    Select the suitable modules and customise them to your needs. This modular solution allows great flexibility regarding customisation.

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    Advisory Suite 3rd-eyes analytics
    Simple Suite

    Simple Suite

    Provide a straightforward, digital advisory solution to your clients in an easy-to-use way.

    Lead them through any advisory process with or without the help of an advisor (omnichannel solution).

    Choose which modules you want your clients to access and customise their client journey to their needs.

    Try it now

    Mobile Suite

    Allow your clients to access simplified financial planning functionality from any mobile device, e.g. calculation of the pension gap.

    Choose the appropriate modules and customise the use cases and the client journey to your needs, e.g. for lead generation.

    Try it now
    Mobile Suite
    Pension Planner

    Apps

    Integrate our apps seamlessly into your online environment, as an e-banking add-on or a service to your website.

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    Quantitative Modelling Engine

    Access our asset liability management intelligence and additional functionalities via REST APIs based on modern technology.
    Design and develop the front-end and the client journey yourself based on your needs.

    Awards & Recognitions

    MAS Global Fintech Hackcelerator

    Finalist
    2020

    WealthTech 100 2020 Badge

    Winner
    2020

    Wealth Briefing European Awards 2020

    Finalist
    2020

    WealthTech 100 2019 Badge

    Winner
    2019

    Aegon Logo

    Winner Open Innovation Challenge 2019

    3rd-eyes analytics AG
    Hohlstrasse 190
    8004 Zürich
    [email protected]