This company presentation from 3rd-eyes analytics provides an overview of the company and their wealth planning and investment advisory solution.

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About 3rd Eye Analytics
3rd-eyes is a financial technology company founded in 2015 that offers digital solutions to banks, investment advisors, insurance and software companies in a fully customisable and highly flexible way. The 3rd-eyes digital solution or as we call it, our navigation system, provides investment advice based on client’s financial goals and personal values and beliefs in combination with financial planning. We offer a holistic assessment of the client’s wealth including assets and liabilities, analyse his financial goals and optimise the client’s asset allocation to then recommend a set of financial products (funds and ETFs) to invest in and execute either via our custodian bank partner or via the client’s execution platform of choice. 3rd-eyes applies an Asset Liability Model (ALM) methodology otherwise only available to institutional multi-billion euro portfolios.