Key Features
Everything You Need to Help Clients Achieve Their Dreams
Help clients achieve their life goals by linking them to investments. Select all or specific
modules to replace or improve your existing advisory process.
Client Profiling
Conduct all regulatory assessments like knowledge & experience, risk, and sustainability profiling. Select the preferred offering and client journey based on specific optimisation logics and investment universes.
Wealth Plan
Assess the clients’ wealth situation holistically by entering personalized information like income and goals. Motivate clients to disclose their total assets based on interactive visualisations and instant goal-achievement calculations.
Recommendation
Improve the achievement of the clients’ life goals either with hyper-personalised strategic asset allocations, core/satellite, or model portfolio solutions.
Portfolio
Use model portfolios, thematic building blocks, investment funds, or a mix thereof to provide investment advice or discretionary portfolio management. Match your clients’ investment preferences and ensure compliance with latest regulations.
Report
Create automated and white-labelled meeting and suitability reports to improve the client experience and comply with regulatory requirements.
Goal Monitoring
Monitor progress, evaluate risk, and be notified of trigger events. Receive automated reminders about milestones and portfolio rebalancing needs.
Use Cases for Financial Advisor Software Tools
Grow Your Client Base and Share of Wallet
Provide realistic wealth forecasts, instant goal-achievement probabilities, and interactive
before/after visualisations that motivate clients to disclose their total wealth and invest.
Improve the Client Experience
Make financial advice an emotional experience by linking the clients’ lives and dreams to investments. Ensure that clients are engaged with an easy-to-understand process and interactive and comprehensible visualisations.
Our goal-based approach covers the standard advisory process focused on return goals, but can additionally consider life events, values, and beliefs to reflect the client’s unique situation.
Increase Advisor Productivity
Across the board, 3rd-eyes financial advisor software frees up time and resources so you can increase client-facing activities and serve more clients.
Automate holistic yet personalised investment advice. Gain trust from your clients, position yourself as the trusted advisor and increase the share of wallet. Improve efficiency with automated meeting minutes, support from artificial intelligence, and track the achievability of clients’ goals automatically.
Make Sustainable Investing a Competitive Differentiator
The 3rd-eyes financial advisor software integrates climate risks into financial advice as an optional component. Our software motivates clients to invest sustainably by visualising the impact of climate risks on their investment decisions—and on the probability that they achieve their financial goals. Build climate-resilient and carbon-neutral portfolios that improve the achievability of financial goals while fully complying with the most recent regulations.
Client Testimonials
Hear from Clients Who Love Us
I have experienced numerous tools and planners in my 16 years at Quirin and previously at other banks, but this system is different. It offers a unique live experience.Â
Ivica Jankovic
Deputy Branch Manager, Quirin Privatbank
The interactivity and visualisations of the advisory discussions make it easier for clients to understand the recommendations which leads to a high level of client satisfaction and simplifies client acquisition.
Marion Koch
Head of Swiss Life Wealth Managers
Thanks to their flexible advisory solution and their expertise in designing investment and advisory processes that seamlessly integrate sustainable investing, we have been able to modernise and differentiate our offering landscape.
Florian Keller
Head of Investment Center
Strategic Partnerships
We Partner With Trusted Organisations
Software Integration & Compatibility
Integrate With Ease
Use all or selected modules of our financial advisor software to improve or replace your advisory process. Our solutions can be used either as a standalone application or as part of a larger integrated solution. They ensure high flexibility and ease of integration through our asynchronous REST APIs.
Customer Relationship Management
Ensure a single sign-on of our financial advisor software directly out of your CRM and store the data you deem essential for relationship management.
Downstream Connection
Connect 3rd-eyes financial advisor software to your portfolio management system, core banking system, or your integration layer via REST APIs.
Custom Developments
Use our APIs to develop your preferred UI/UX for your specific business workflow.
Unlock new possibilities in wealth management
See how our financial advisor software helps advisors and wealth management firms do more. Request a personalised product demo for your business today.
FAQ
Financial Advisor Software FAQ
Who are your clients? What kind of businesses and institutions do you serve?
Our clients are financial institutions, covering universal banks, wealth managers, and IFAs. We power their advisory process in various countries. Our wealth platform supports the following use cases:
- Financial advisor solutions to provide clients with holistic financial investment advice.
- Solutions for private clients who want to plan their wealth on their own (B2B2C).
We also offer hybrid solutions that free up time for advisors by having clients enter key information before meeting their advisor. 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.
What are the benefits for financial advisors?
The benefits are manifold and fall into three categories:
- Growth support: The advisory solution motivates clients to disclose all their assets as this improves the probability that they achieve their financial goals. Through instant calculations, each input changes the probability, so that a financial advisor always knows the share of wallet of the client and can pitch for more assets.
- Efficiency increase: Create holistic investment proposals in direct interaction with a client, be it online or in a client meeting. Significantly reduce cycle time and automatically summarise the holistic investment proposal —including optimisation—within seconds.
- Higher conversion rates from increased client engagement: the instant and easy-to-understand visualisations of the as-is vs. the recommended portfolio increases client engagement and leads to high acceptance rates of investment proposals.
How does 3rd-eyes analytics streamline financial advice?
3rd-eyes analytics provides a holistic advisory process that includes illiquid assets, assets held with third-parties, and liabilities. Wealth plans can be created instantly, and the optimisation of bankable assets accounts for overall wealth allocation. The platform automatically selects suitable investment products based on the clients’ preferences and also creates meeting minutes instantly. This leads to holistic, personalised, and goal-based financial advice at scale which increases advisor productivity and reduces workload.
Further, with the help of flexible hybrid solutions, clients can prepare for meetings themselves, which frees advisors from time-consuming tasks like filling in risk or sustainability profiles.
How does your financial advising software increase lead generation and cross-selling?
We offer easy-to-understand, self-directed solutions for desktop and mobile devices that enable private clients to plan their wealth, assess the achievability of their financial goals, and take direct action (such as enrolling in a savings plan). See our client self-service solutions.
How can your software support the transition into sustainable investment products?
If this is a goal for a financial institution and if the investment universe is defined as such, our solution supports this transition. Today, many private clients and advisors are intimidated by the complex sustainability questionnaires required by MiFID II and avoid filling in the details as a result. Some of our clients have had opt-out numbers of above 90%. Our solutions make the impact of climate change on clients’ financial goals and wealth transparent. This introduces them to sustainable investing with less friction. With a specific combination of our optimisation and portfolio construction module, we can create climate-resilient and sustainable portfolios which is a logical consequence and fully compliant with MiFID II.
How do you deal with specific capital market assumptions and investment universes of your clients?
We always integrate the specific capital market assumptions and investment universes of our clients into our solution to ensure that the inhouse view of our B2B clients is integrated and transported to the end client. Further, investment product distribution is supported by different optimisation functions and logics like hyper-personalised strategic asset allocations, core/satellite solutions, or specific model portfolios. The flexibility of advisors in this process can be configured in different ways, depending on the wishes of the specific financial institution.
Does your financial advisor software work for institutional clients?
Yes, our financial advising software meets the requirements of institutional and semi-institutional clients, such as foundations, family offices, and similar business types. Our solution enables advisors to provide comprehensive asset liability management advice to these clients, particularly regarding illiquid asset classes like private equity/debt, and more. Our asset liability management optimisations can also be used in the treasury department to optimise the balance sheet.
Book a personalised product demo to learn more.
