Simple Suite
Enable Hybrid Advice
Simple Suite is a wealth and financial planning tool that is highly flexible and helps increase adviser productivity and engage clients. From risk and sustainability profiles, to values and beliefs, make it easy for clients to share the data needed to build individual wealth plans. Customise every aspect of the advisory process by selecting the modules best suited for each client’s financial needs, preferences, and goals.
- Gather profile data and financial information
- Understand values and beliefs
- Define and set wealth goals
- Integrate with existing banking channels
…with or without the help of a financial adviserÂ
One-Page Planner
Enable Lead Generation
Provide a planner on one page that engages clients and allows them to experiment, explore, and create their own wealth plan. One-Page Planner is a wealth and financial planning tool that gives clients interactive visualisations of their goals and their financial health and lets them generate reports that enable lead generation and conversion. It is highly configurable and enables clients to
- Project their future wealth in thousands of scenarios
- Evaluate their financial health
- Simulate and clarify specific financial goals.
Mobile Suite
Drive Anytime and Anywhere Client Activation
Mobile Suite gives clients access to a simplified financial planning tool from any mobile device, anywhere in the world. Customise the mobile experience to support your specific goals as wealth manager, from lead generation and conversion to client education or retention. Different use cases to attract clients and prospects can be implemented, such as:
- Calculate pension gap
- Simulate longevity and its impact
- Define specific financial goals and check achievability
- Plan and enrol in savings plans
Put your clients in the driver’s seat. Be there to help when they need you.
See how our innovative wealth and financial planning and investment advice software enhances your clients’ engagement and experience. Contact us to request a personalised demo today.
Why Successful Wealth Managers Choose 3rd-eyes analytics
Increase Share of Wallet and Encourage More Investment
Give clients confidence to entrust you with their assets, by empowering them to take an active role in their financial planning.
Enable Hybrid Wealth Management
Enable a hybrid or self-directed client experience that reduces the cost of traditional financial planning services.
Increase Conversion Rates
Motivate clients to play an active role in their financial planning and investing journey so that they feel engaged before and after meeting their advisor.
Make it Easy for Clients to Create Their Own Wealth Plan
Provide a simple and tailored digital experience that requires minimal technical knowledge.
Build a Convenient Omnichannel Experience
Guide clients through the wealth planning process with or without the help of an adviser.
Personalise with Flexible Modular Design
Deploy our financial planning tool across your digital environment. Select and configure software modules as needed.
Free up the time you need to help more clients achieve their financial goals.
The 3rd-eyes analytics financial planning tool empowers clients through self-led financial management, giving advisers and firms more time to serve clients.
FAQ
Self-Directed Financial Planning Tool FAQ
What is Simple Suite, and how can it enhance my financial planning process?
Simple Suite is a light financial planning tool with a flexible funnel designed to guide your clients through your preferred use case, either independently or with adviser support. The flexible set of features allows for tailoring the clients’ financial planning journey to the preferred scope by selecting the required modules and functionality. This ensures a customised and effective planning experience. To accommodate for any use case, key features include:
- Flexible adaptation of the funnel
- Flexible selection of modules and functionality
- Easy design adaptation to white-label
How do One-Page Planner and other financial planning solutions integrate with existing digital platforms?
All of the above solutions are designed to be used either as a standalone financial planning tool or as seamless integrations into your existing software. This includes e-banking platforms, business intelligence tools, or your website. The standalone use case is ensured via redirect or iframe, while a deeper integration is feasible via REST APIs (json requests/responses and callbacks).
What features make the Mobile Suite unique for on-the-go financial planning?
The Mobile Suite offers interactive financial planning capabilities accessible from any mobile device. Its flexibility enables clients to perform tasks such as pension gap calculations and portfolio management on the go. The use cases for Mobile Suite can be customised, for example:
- Calculate pension gap
- Simulate longevity and its impact
- Plan and enrol in savings plans
Can I customise these financial planning software tools to help address my clients’ specific financial needs?
Yes. Each of these financial planning software tools—Simple Suite, Mobile Suite, and One-Page Planner—offers modular designs that let you select and configure the features best suited for each client’s financial future.
Does this financial planning tool support any form of advisory process?
Our customers deploy the 3rd-eyes analytics financial planning software in support of hybrid-digital, self-directed, and traditional in-person advisory processes. Our finance software helps wealth managers to advise clients holistically and on a strategic level, which is a unique differentiator compared to other finance software in the market.
