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
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.
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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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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Deliver investment recommendations across different asset classes based on customer-specific investment criteria, values and sustainability.
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To provide you with a complete digital advisory solution, we offer two additional modules:
3rd-eyes was selected to live-demo its goal based wealth planning solution at FinovateEurope in London from 6-9 March 2018.
Redefine your advisory approach and explore new models with the help of our digital wealth planning and investment advice solution
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.
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.
Holistic, goal-based and highly individualised
Tom is 45 years old, male, taxable in Germany
Close his pension gap
Go into early retirement
Capital preservation
Finance his son’s university
Purchase of property in the mountains
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
Actively managed funds as he beliefs in alpha generation
Cares about climate change
No exposure to weapon manufacturers in portfolio
Monthly savings available
Pension plan contribution expected upon retirement
Heritage expected in next 10 years