Find us at the following events

Event Date Location
DFK 09.05.2023 Munich, Germany
ZHAW Wealth Planning Conference 11.05.2023 Winterthur, Switzerland
Nordic Fintech Summit 11.05.2023 Helsinki, Finland
Private Banking & Wealth Management Conference 14.06.2023 London, UK

The democratisation of wealth planning

01/11/2022|Categories: Press|

In order to offer realistic and holistic wealth planning, a method is needed that: focuses on the clients' individual goals, takes extreme scenarios into account, is multi-periodic financial market crises and market downturns realistically reflected, takes all assets and liabilities into account.

3rd-eyes analytics AG
Wyssgasse 6
8004 Zürich
[email protected]

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