Solution introduction
Innovative Financial Adviser Software - Unparalleled Client Experience
Everything you need to help clients achieve their dreams
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 advisory process.
- Client profiling
Conduct all regulatory assessments like knowledge and 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 personalised 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.
Features
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.
Benefits
- 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 adviser productivity
Across the board, 3rd-eyes financial adviser 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 adviser 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 adviser 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.
Key Data
Type of Clients
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Family Offices
- Financial Advisors
Client Regional Presence
- Western Europe
For Advisors of Private Clients
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