Enabling Next Generation Wealth Planning and Advice

We empower financial institutions to deliver goal-based investing with realistic, scenario-based, asset liability management methods. Our software allows financial institutions to offer individual financial planning and investment advice. We integrate sustainable investing across all the steps of the advisory process. We support the transformation of the wealth management and insurance industry with our modern, interactive and omnichannel advisory solutions and APIs.

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Advisory Suite

The advisory suite empowers you 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

Provide a straightforward wealth planning 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.

Mobile App

Allow your clients to access a wealth planning functionality from any mobile device.

Choose which modules fit your needs and customise the use cases and the client journey accordingly.

Quantitative Modelling Engine

Access our intelligence via REST API.
Design and develop the front-end and the client journey yourself based on your needs.

Awards & Recognitions

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

BBVA Open Talent 2018

Finalist
2018

3rd-eyes analytics AG
Hohlstrasse 190
8004 Z├╝rich
[email protected]