Empowering you to deliver individual, expert wealth planning and investment advice

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3rd-eyes offers a holistic, goal-based, highly individual and fully digitised solution that enables financial services providers to address the wealth management industry’s most important value drivers:

The inclusion of all assets and liabilities into the advisory process allows for the identification of customers’ share of wallet enabling for cross-/up selling

Focusing on financial goals and delivering individual advice increases customers’ satisfaction and net new money

 The use of digitised solutions allows for an increased efficiency of the advisory process and hence, the reduction of costs

Our software as a modular solution

Are you interested in licensing a specific module or the full solution? Select from our range of independent modules and integrate them seamlessly into your existing advisory process. Our solution can be implemented as Software as a Service (SaaS) or via an API.

Assets & Goals

Assets & Goals

Assess your customers’ individual wealth situation including mortgages and non-bankable assets like real estate. Incorporate your customers financial goals and simulate how the total wealth develops over time in different scenarios.

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Recommendation

Recommendation

Optimise the asset allocation of your customers and provide individual recommendations on how to best improve their financial situation and goal achievement based on realistic scenarios.

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Portfolio

Portfolio

Deliver investment recommendations across different asset classes based on customer-specific investment criteria, values and sustainability.

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Profile & Execution

Profile & Execution

To provide you with a complete digital advisory solution, we offer two additional modules:

  • Profile: incorporate your customers’ personal information and ensure regulatory compliance during the onboarding process, incl. fee transparency
  • Execution: transfer the recommended portfolio to your portfolio management system for rebalancing and generate the required regulatory documentation.
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Watch our live-demo

3rd-eyes was selected to live-demo its goal based wealth planning solution at FinovateEurope in London from 6-9 March 2018.

Awards and recognitions

Why 3rd-eyes?

  • A team with significant experience in asset & wealth management, IT and sustainable investments
    A team with significant experience in asset & wealth management, IT and sustainable investments
  • A comprehensive set of functionalities for a complete wealth planning and investment advice solution
    A comprehensive set of functionalities for a complete wealth planning and investment advice solution
  • State-of-the-art IT architecture of our solution ensuring easy integration tailored to client needs
    State-of-the-art IT architecture of our solution ensuring easy integration tailored to client needs

Enable New Advisory Models

Redefine your advisory approach and explore new models with the help of our digital wealth planning and investment advice solution

For advisors

For advisors

Provide your advisors with the appropriate tools to provide expert investment advice to their customers using a fully automated digital advisory process.

Ideally suited to private and retail banks, external asset managers and family offices.

For self-directed customers

For self-directed customers

Offer investment services direct-to-customers, with or without the assistance from a financial advisor, with a fully automated digital advisory process.

Ideally suited to banks that wish to offer digital investment advice to their customers in a fully automated or hybrid (supported by advisors) way.

We help you provide the right answers to your customers’ most relevant questions

Holistic, goal-based and highly individualised

Tom asks himself "How should I invest my assets to achieve my financial goals while considering my personal values?"

Tom is 45 years old, male, taxable in Germany

Tom’s Financial Goals

Tom’s Financial Goals

Close his pension gap

Go into early retirement

Capital preservation

Finance his son’s university

Purchase of property in the mountains

Tom’s Assets & Liabilities

Tom’s Assets & Liabilities

Investments in equities and money markets

Holds crypto currencies portfolio

Holds cash reserve elsewhere

Real estate in Munich

Mortgage to be refinanced in 5 years

Tom's Personal Values

Tom's Personal Values

Actively managed funds as he beliefs in alpha generation

Cares about climate change

No exposure to weapon manufacturers in portfolio

Tom’s Savings & Contributions

Tom’s Savings & Contributions

Monthly savings available

Pension plan contribution expected upon retirement

Heritage expected in next 10 years