Solution Information from 3rd-eyes analytics

3rd-eyes Analytics factsheet

Share this resource
company

The Goal-Based Platform for Digital Wealth Management

View Solution Provider Profile

Connect with 3rd-eyes analytics

by 3rd-eyes analytics
| 01/05/2021 12:00:00

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.