B2B

3rd-eyes redefines financial planning and digital investment advice.

Our navigation system provides investment advice based on a holistic assessment and a financial planning of your client’s wealth and financial goals.

We apply an Asset Liability Methodology (ALM) otherwise only available to institutional multi-billion euro portfolios.

3rd-eyes recommends funds and ETFs for your clients to invest in based on your client’s personal values & investment criteria and executes them either via a bank partner or via your execution platform of choice.

Select from a range of independent modules (plug and play or as software as a service - SaaS)

  • Financial planning & goals

    Assess your clients’ financial situation holistically by: – understanding the client’s current asset structure (e.g., assets, including real estate & liabilities) and – incorporating the client’s financial goals: select from 40 different financial goals grouped in 7 different families – from early retirement to capital preservation.

  • SAA & Monitoring

    Our methodology is built on a proprietary meta-heuristic allocation model that assesses up to 25,000 different asset allocations in up to 5,000 different capital markets scenarios to determine the optimal strategic asset allocation (SAA) for each of your clients. Apply dynamic monitoring to your clients’ financial situation and provide new recommendations with changes in financial goals, assets structures or capital markets.

  • Values, beliefs & individual portfolio

    Allow for the incorporation of your client’s own values into the decision making process (e.g., Environmental, Social and Governance (ESG) aspects and transparency). A range of investment criteria (beliefs) such as rule-based vs. discretionary, currency hedging, ETFs vs. active funds, small & mid cap, focus on regions/markets, allow your clients for full portfolio customisation.

  • Execution

    Execute on your clients’ individual investment recommendations with a simple click by connecting our advisory process with your custody services or custodian partner. Incorporate a digital on-boarding process for a full digital solution. Fully comply with your compliance requirements via the automatic generation of advisory protocols in line with upcoming regulatory frameworks.

or white label the entire system

  • Financial planning & goals

  • SAA & Monitoring

  • Values, beliefs & individual portfolio

  • Execution

Download our factsheet

Why work with us?

  • Experience in delivering IT projects

  • Incorporates client-specific requirements during the system development

  • Reduced IT cost through a modular approach

  • Monthly fixed fee provides a maximum transparency on cost

  • Lower project risk (e.g., technology, costs & time)

Want to know more?

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About Us

3rd-eyes is a financial technology company founded in 2015 that offers digital solutions to banks, investment advisors, insurance and software companies in a fully customisable and highly flexible way.

The 3rd-eyes digital solution or as we call it, our navigation system, provides investment advice based on client’s financial goals and personal values and beliefs in combination with financial planning.

We offer a holistic assessment of the client’s wealth including assets and liabilities, analyse his financial goals and optimise the client’s asset allocation to then recommend a set of financial products (funds and ETFs) to invest in and execute either via our custodian bank partner or via the client’s execution platform of choice.

3rd-eyes applies an Asset Liability Methodology (ALM) otherwise only available to institutional multi-billion euro portfolios.

Team

The founders and management team of 3rd-eyes have long experience in asset management, portfolio construction, asset liability management (ALM), business development and sustainable investing. In addition, more than 20 experts work for the success of 3rd-eyes in quantitative modelling, software development, legal advice, fund research, back office, marketing, PR and sales.

Stephanie Feigt

Stephanie Feigt

CFA - Founder & CEO

20+ years of experience in asset management and sustainable investing. Founder of Contrast-Capital; Co-CEO, CIO and Head PM at RobecoSAM; Head Investment Strategy at Clariden Leu, Credit Suisse; Senior Portfolio & Pensions Manager at Siemens.

Markus Schiffers

Markus Schiffers

CFA - Co-Founder and Head Business Development

15+ years of experience in B2B financing and asset management. Managing Director at SUSI Partners; Head of Strategic Development at Siemens Financial Services.

Dr. Rodrigo Amandi

Dr. Rodrigo Amandi

PhD - Founder and COO

10+ years of experience in asset management, investment products and indices and sustainable investing. Managing Partner at Contrast-Capital; Managing Director and Senior Analyst at RobecoSAM.

Our common goal is to be a global leading Fintech digital advisory Company. To achieve this goal, we are dependent on people like you.

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