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.