Software for wealth planning and investment advice

We believe in modern, open IT Architecture. Hence, our product range is completely modular and our quantitative modelling engine is separated from our various user interfaces. This allows to select and combine the products and modules which provide the biggest value to our clients. Implement our solutions as Software-as-a-Service (SaaS) or via API.

Industry Segments

Universal
Banks

Insurance
Companies

Wealth
Managers

Family
Offices

Asset
Managers

Products

No GUI API only

Rest APIs

Modules

Rest APIs

Ecosystem

Core
Banking
Systems

Others

Advisory Suite

The advisory suite empowers financial advisors 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.

Simple Suite

Provide a straightforward, digital advisory 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 Suite

Allow your clients to access simplified financial planning functionality from any mobile device, e.g. calculation of the pension gap.

Choose the appropriate modules and customise the use cases and the client journey to your needs, e.g. for lead generation.

Apps

Integrate our apps seamlessly into your online environment, as an e-banking add-on or a service to your website.

Quantitative Modelling Engine

Access our asset liability management intelligence and additional functionalities via REST APIs based on modern technology. Design and develop the front-end and the client journey yourself based on your needs.

3rd-eyes analytics AG
Hohlstrasse 190
8004 Zürich
[email protected]