How they describe themselves: 3rd-eyes is a Zurich based financial technology company founded in 2015 that offers digital solutions to banks, investment advisors, insurance and software companies in Europe in a fully customisable and highly flexible way. The 3rd-eyes goal-based wealth planning system provides investment advice based on client’s financial goals and personal values and beliefs. Our solution is built on a set of modules available for individual or collective (white-labelling) licensing and it is delivered either as a cloud service or installed on-premise. Our solutions are fully compliant with upcoming regulatory frameworks such as MiFID II.
How they describe their product/innovation: Our unique wealth planning & portfolio optimisation methodology allows banks/intermediaries to provide superior financial advice based on the real drivers of investment performance and on client-specific values and beliefs. The basis for our user-friendly digital goal-based wealth planning system includes the assessment of the Client’s current financial situation, the incorporation of financial goals to then calculate an individualised asset allocation that will allow the client to reach the defined financial goals under most economic scenarios and the selection of investment products that best suits the client’s requirements based on his personal values and beliefs.
Product distribution strategy: Direct to Business (B2B), licensed