3rd-eyes analytics
HQ Address
Wyssgasse 6, 8004 Zurich, Switzerland
Website Address
Relevant Regions
Business introduction
Next generation wealth planning
We provide analytical software solutions that empower financial institutions to provide goal-based, instant, realistic, individual and sustainable wealth & life planning and investment advice
We believe that every person is unique and should be able to discover how to fulfil their dreams, get a realistic picture of their future wealth, cover their life risks and invest in a sustainable manner.
Our solutions enable financial institutions to deliver realistic goal-based investing that improves their clients' individual financial situation and maximises the probability that they achieve their financial goals. Our optimiser creates recommendations that lead to bespoke strategic asset allocations and portfolios: instead of five pre-defined SAAs, clients get bespoke SAAs out of billions of different possible combinations. This is important as the clients' situation can always be improved, either by increased goal achievement or by increased wealth in all capital market scenarios.
Sustainable investing is in our DNA: we integrate sustainable investing every step of the advisory process and go beyond the upcoming regulatory requirements with our world’s first climate change simulator. It calculates and visualises the effect of global warming, allowing financial institutions to simulate the impact of climate change on their clients' wealth development and on their probability to achieve their financial goals.
As we believe in open banking, our software is available as customisable SaaS or via API.
The implications of climate change on wealth management, WEF 2024
26/06/2024
Visualise how life events affect your client’s wealth
Digital Platforms & Tools, Financial & Retirement Planning, Investment Platforms & Tools, Portfolio Build, Analysis & Reporting
23/11/2022
Climate change goes digital
15/11/2022
The implications of climate change on wealth management
08/11/2022
Wealth Planning 2.0 - Instant. Realistic. Individual. Sustainable.
Client Engagement & Management, Data Management & Analysis, Financial & Retirement Planning
16/03/2022
Business Overview
3rd-eyes analytics was founded in October 2015 by Stephanie Feigt and Rodrigo Amandi. The idea was to develop a solution that combines professional asset and liability management methods and sustainable investing. Today, a team of 21 experts work for the success of 3rd-eyes analytics in quantitative modelling, software development, marketing and sales. The company is headquartered in Zurich, Switzerland.
Customers
Our technology stack caters to multiple use cases across a wide variety of financial institutions. We have been able to build a client base that includes banks, insurance companies, asset managers and family offices.
Partners
We have managed to cultivate strategic partnerships with leading experts in various fields that provide us with complementary functions to enhance our offering and facilitate integration into the existing core banking systems of our prospects.
Key Data
Year founded
2015employees
11-50offices
1Type of Clients
- Asset Managers
- Bank Wealth Managers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
3rd-eyes analytics Solutions
Wealth and Life Planning Solutions
We provide financial institutions with modular and flexible, white-labelled Software-as-a-Service and API solutions that improve, automate and visualise wealth planning interactively. Our solutions can be configured flexibly to create different use cases along the whole wealth management value chain. This is possible because we follow a service-based architecture, always use......
business needs
- Digital Platforms & Tools
- Financial & Retirement Planning
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Risk Analysis & Management
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Financial Advisors
