IRIS: Instant. Realistic. Individual. Sustainable.

We provide analytical software solutions that empower financial institutions to
  • provide forward-looking wealth & life planning advice

  • enable Sustainable Investing beyond regulatory standards

  • understand and maximise their customers’ lifetime value

Our clients benefit from out team’s vast experience in sustainable finance, asset management, Asset Liability Management, and last but not least wealth management transformation.

Discover some of our use cases

Use Case 1
Powering the advisory process for multiple financial institutions

We power the advisory process for several banks, wealth managers and IFAs in various countries. Our wealth platform enables financial advisors to provide clients with investment advice and discretionary wealth management solutions. Advisors can present clients with a holistic view of their total net wealth, simulate financial goals, and provide customised optimisations to maximise goal achievement - either with individual strategic asset allocations, core/satellite solutions or specific model portfolios. The capital market assumptions of the respective financial institution are included everywhere as are the ESG and SDG criteria in the portfolio construction.

Lead generation and cross-selling through simplified wealth planning for a large fund platform

We offer a simple, self-directed planner for desktop and mobile devices that enables customers to plan their wealth, assess the achievability of their financial goals, and take action such as enrolling in a savings plan. Customer groups can be addressed in a differentiated manner with specific calls to action, such as becoming an online customer or starting a savings plan. This allows to activate passive customers and with novel touch points and ultimately generates more business.

Institutional advice and treasury optimisation with ALM optimisations for a bank

We have modified our Advisory Suite for the asset management department to meet the requirements of (semi-) institutional clients, such as foundations, family offices, and similar entities. Our solution enables client advisors to provide comprehensive advice to these clients, particularly regarding various illiquid asset classes, including real estate, infrastructure, private equity/debt, and more.

Additionally, the bank is utilising our asset liability management optimisations in their treasury department to optimise their own balance sheet.

Use Case 2
Improve the efficiency of client meetings with hybrid advice

When preparing for a meeting with their financial advisor, clients want to be able to discuss what really matters to them - instead of lenghty risk and sustainability questionnaires. To motivate clients to prepare for the meeting, we have created simplified tools that allow them to plan their wealth and financial goals in advance and complete questionnaires such as the risk profile before the meeting. This allows the financial advisor to focus on what really matters during the meeting: how to achieve the clients' financial goals.

Increase the share of sustainable investment products

Many private clients and advisors are intimidated by the complex sustainability questionnaires required by MiFID II and avoid filling in the details. Our solutions make the impact of climate change on clients' financial goals transparent, which sensitises them to sustainable investing. With a specific combination of our optimisation and portfolio construction module, we have created simplified ways to allow clients to invest sustainably while remaining fully compliant with MiFID II.

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Our Capabilities

Available as individual APIs or as Software-as-a-Service solutions

3rd-eyes analytics 360° Time Machine Functionality

360° Time Machine

Realistic wealth and goal achievement simulations considering all factors influencing clients’ wealth and goals in thousands of market scenarios

3rd-eyes analytics 360° Optimisation Functionality

Optimisation

Various optimisation functions to
optimise the strategic asset allocation
(multi-goal ALM optimisation,
Sharpe Ratio, etc.)
3rd-eyes analytics Portfolio Construction Functionality

Portfolio Construction

Portfolio construction available based on client’s preferences

Realistic wealth and goal achievement simulations must consider all climate risks appropriately

The impact of climate risks (e.g. expected returns) must be considered during the optimisation as all other factors like fees.

The selection of the correct instruments complements the top-down approach after strategy selection accordingly, be in on ESG level or with focus on the SDGs.

Our Software-as-a-Service Solutions

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.

Advisory Suite 3rd-eyes analytics
3rd-eyes analytics One-Page Planner

One-Page Planner

Use our simplified, highly configurable wealth planning one-pager for self-directed clients.

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

3rd-eyes analytics Simple Suite Wealth Planning

Simple Suite

Provide a straightfowrad, 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).

Select the modules you want your clients to have access to and tailor the 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.

3rd-eyes analytics Mobile Suite

3rd-eyes analytics AG
Wyssgasse 6
8004 Zürich
info@3rd-eyes.com