news & pr from 3rd-eyes analytics

3rd-eyes analytics selected as finalist of the UBS Future of Finance Challenge 2021

Share this resource
company

The Goal-Based Platform for Digital Wealth Management

View Solution Provider Profile

Connect with 3rd-eyes analytics

3rd-eyes analytics quick links
by 3rd-eyes analytics
| 22/09/2021 12:00:00

We are thrilled to announce that 3rd-eyes analytics has been selected as a finalist of the UBS Future of Finance Challenge 2021.

Since 2015, the UBS Future of Finance Challenge has been committed to finding innovative solutions that address specific challenges to support the transformation of the banking industry.

We look forward to presenting our solution for sustainable banking in the finals in October!

Read original article here

About 3rd eyes 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.