Bonsai partners with Swiss Wealthtech, 3rd-eyes analytics
Empowering Financial Professionals to deliver hyper-personalized advice through managing the entirety of a client’s balance sheet and offering opportunities for sustainable investing
Boulder, Colorado, USA – Today Bonsai announced a partnership with 3rd-eyes analytics, an innovative Swiss Wealthtech company focused on realistic wealth planning. The 3rd-eyes analytics’ engine will power MyBonsai to hyper-personalize wealth planning and enable financial advisors to significantly enhance value to clients with a scenario-based asset/liability management methodology. The solution will also allow advisors to leverage sustainable investing in all stages of the advisory process. 3rd-eyes analytics is a highly respected and established organization in Europe, and this partnership with Bonsai will be a disruptive force with respect to wealth planning in the United States.
Bonsai empowers RIAs and hybrid advisors with innovative solutions and technology needed to manage the entirety of a client’s balance sheet, a model only historically available to institutional and ultra-high net worth investors.
3rd-eyes analytics offers a cutting-edge asset liability methodology that provides holistic and customized optimization that consistently seeks to improve outcomes for clients.
“Bonsai’s relentless pursuit to recast the future of financial advice led us to the perfect technology partner that shares the same asset-liability management philosophy”, said Robert DeChellis, Bonsai Founder & CEO. “Our partnership with 3rd-eyes analytics allows us to offer financial professionals a unique approach to deliver determined outcomes for clients, which provides unprecedented value” he continues.
Through MyBonsai, financial professionals are now able to conduct an asset-liability conversation with their clients. “It is mathematically impossible to accurately construct a financial plan without complete purview of a client’s entire balance sheet”, explained Robert DeChellis.
“We couldn’t be more pleased to introduce our innovative methodology to financial professionals in the United States through Bonsai,” said Stephanie Feigt, Co-Founder and CEO of 3rd-eyes analytics. “We are in complete alignment with Bonsai’s asset-liability approach to planning and believe our collective visions make this an ideal partnership”, she continues.
The relationship was conceptualized by leveraging the deep subject matter expertise of both Convergency Partners and Acclinate. The Convergency team members are co-founding partners of Bonsai with DeChellis and play an active role in advising on strategic direction. “Technology plays a pivotal role in the evolution of both the advisor and client experience and the combination of these two companies is a real game-changer”, said Dave Schrohe, a Partner at Convergency.
“We are excited to bring these two like-minded firms together to create this valuable solution for the US wealth management industry”, said Martin Coughlan of Acclinate, who introduced 3rd-eyes analytics to Convergency and Bonsai.
