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.

Are you an integration partner looking to collaborate with us?

Our Capabilities

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

360° Time Machine

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

Optimisation

Various optimisation functions to
optimise the client situation
(multi-goal ALM optimisation,
Sharpe Ratio, etc.)

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.

Sustainability-as-a-Service

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.

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Advisory Suite 3rd-eyes analytics
Mobile Suite

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.

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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.

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Mobile Suite
One-Page Planner

One-Page Planner

Use our simplified 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.

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

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