3rd-eyes analytics
HQ Address
Wyssgasse 6, 8004 Zurich, Switzerland
Website Address
Relevant Regions
Business introduction
The Goal-Based Platform for Digital Wealth Management
We all have unique financial goals, and so do your clients. 3rd-eyes digital wealth management solutions help your clients assess their financial health and achieve their goals amidst economic and environmental uncertainty
Our digital wealth management platform covers the full value chain from lead generation, client profiling, financial planning, optimisation, investment recommendation to ongoing advice.
The benefits for financial Institutions are:
1. Accelerate growth
Expand your client base and share of wallet by motivating clients and prospects to disclose their full financial situation—pitch for more assets.
2. Increase client satisfaction
Delivering easy-to-understand financial advice that engages clients and links investment proposals to their life means of holistic and goal-based advice.
3. Gain efficiency
Scaling advice through digitalisation—shortening cycle times for holistic advice while increasing the share of discretionary portfolio management significantly.
We believe in open banking. Our solutions are accessible via REST APIs and available as customisable SaaS, both for advisers and private clients. Our asset liability management risk engine is also available via API, enabling you to create your own advisory journey or solution.
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 more than 20 experts work for the success of 3rd-eyes analytics in quantitative modelling, software development, marketing and sales.
The company is headquartered in Zurich, Switzerland.
Our clients include private and universal banks, asset managers, execution platforms, and life and pension providers based in Switzerland, Germany, and the Nordic countries. This demonstrates the flexibility and ease with which the platform can be adapted and rolled out to new jurisdictions. The company has won more than 20 awards, which proves its innovative potential.
Customers
The top wealth management firms choose 3rd-eyes analytics. We pride ourselves on delivering exceptional results and building long-lasting relationships with our clients. Here are a few of our select clients.
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
2Type of Clients
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
3rd-eyes analytics Solutions
For Advisers of Institutional Clients
Discover how our ALM platform transforms your investment decisions Asset Liability Management (ALM) is a strategic approach used by institutional investors to manage the balance between long-term obligations and available assets, particularly under adverse market conditions. Our platform integrates all assets and liabilities into a unified framework that incorporates capital market......
business needs
view solutionFor Advisers of Private Clients
Use 3rd-eyes analytics financial adviser software to make the wealth management client experience intuitive and interactive. Create personalised goals, visualise future scenarios and keep clients on track for success. Help clients achieve their life goals by linking them to investments. Select all or specific modules to replace or improve your existing......
business needs
view solutionJarvis AI Assistant
Learn how we continuously enrich our solutions with artificial intelligence (AI) to create more value for advisors and their clients. AI has tremendous power to enhance the client experience while saving time and effort for financial advisors. In the regulated field of financial advice, AI must be applied responsibly. Rather than......
business needs
view solutionMobile Suite
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......
business needs
view solutionOne-Page Planner
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......
business needs
view solutionRisk Engine
Our risk engine offers financial institutions and software providers robust portfolio forecast and optimisation capabilities accessible via REST API. Our technology emphasises strategic asset allocation as the main driver of portfolio volatility and ultimately performance. Learn how our risk engine works: Simulation Module API This module provides realistic wealth forecasts for portfolio KPI......
business needs
view solutionSimple Suite
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......
