BRITech, a leading investment management technology provider, announces its strategic partnership with 3rd-eyes analytics, a well-respected expert in hyper-personalised and sustainable wealth planning software solutions. This collaboration marks a significant milestone in the financial industry, bringing together cutting-edge technologies and unmatched expertise.
Through this partnership with 3rd-eyes, BRITech’s users gain access to award-winning forward-looking wealth planning, analysis around financial goals and life events, simulation and optimisation methodologies that support investors in achieving their life goals amidst economic and environmental uncertainties.
Together, they provide lead generation conversion assistance and support for improving or replacing existing advisory processes.
In today’s rapidly evolving financial landscape, investors are increasingly seeking personalized services that align with their financial goals and sustainability ambitions. According to the EY Wealth Management Report 2021, 72% of clients are willing to share their financial goals, provided they receive customised services in return. Additionally, 78% of these clients express sustainability goals.
Recognising these evolving client expectations, BRITech and 3rd-eyes are committed to delivering cutting-edge solutions that address the industry’s growing demands.
“Our alliance with 3rd-eyes aligns seamlessly with our commitment to global innovation and enhanced efficiency in investment management”, said Antonio Neri, BRITech’s General Manager for EMEA. “Integrating 3rd-eyes analytics into our wealth management solutions equips financial institutions with a powerful tool for wealth and life planning, enabling them to deliver superior services to their customers.”
“We are excited to partner with BRITech to deliver the most advanced sustainable wealth planning and simulation software solutions to the market”, says Stephanie Feigt, Co-Founder and CEO of 3rd-eyes. “Our combined expertise will allow us to provide financial institutions with the tools they need to deliver personalised, sustainable, and innovative services to their clients.”
Looking to learn more? Contact one of our specialists today for detailed information about this strategic partnership and how it could revolutionise your wealth planning journey.
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