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.

Advisory Suite

The advisory suite empowers you 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

Simple Suite

Provide a straightforward wealth planning 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 App

Allow your clients to access a wealth planning functionality from any mobile device.

Choose which modules fit your needs and customise the use cases and the client journey accordingly.

Quantitative Modelling Engine

Access our intelligence via REST API.
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]