What is 3rd-eyes Digital Wealth Management?
3rd-eyes digital wealth management solutions are designed to help clients assess their financial health and achieve their goals, even amidst economic and environmental uncertainty. This platform isn’t just another tool—it’s a wealth manager platform unlike any other. By integrating clients’ financial goals, values, and sustainable investment preferences, it creates truly personalised investment proposals at scale. It’s about making digital wealth management both effective and efficient, tailored to the unique needs of each individual.
Main Benefits of 3rd-eyes Wealth Management Platform
Here’s what makes 3rd-eyes stand out:
- Hyper-personalisation that adapts to each client’s unique profile
- Engaging client experience that keeps users involved and informed
- Enables growth by providing realistic projections and actionable insights
- Differentiates your offering with a strong focus on sustainability
- Increases efficiency through seamless integration and automation
- Offers a holistic view of total wealth with goal-based digital planning
- Self-service tools empower clients to create and evaluate personalised wealth plans
- Risk Engine APIs deliver realistic wealth projections and asset allocation optimisations
- Embedded AI support helps explain wealth plans and investment recommendations clearly
Integrating Climate Risks into Wealth Planning
One of the most compelling features of 3rd-eyes is its emphasis on integrating climate risks into wealth planning. Inspired by Nobel-winning research, this approach ensures that environmental factors are not an afterthought but a core part of financial decision-making. Clients can see how climate impact might affect their portfolios and adjust accordingly. It’s a forward-thinking way to align investments with both financial goals and sustainability values.
Empowering Advisors and Clients Alike
3rd-eyes offers a suite of versatile digital tools built to empower both advisors and wealth management firms. Advisors get a platform that supports realistic wealth scenarios and tailored optimisations, helping clients maximise their chances of success. Meanwhile, clients benefit from intuitive, self-directed planning solutions that engage them directly. This dual approach fosters collaboration and transparency, making wealth management a shared journey rather than a one-sided process.
Advanced Technology at the Core
The platform’s technology is impressive. It features two Risk Engine APIs that enable realistic wealth projections and asset allocation optimisations, ensuring that plans are grounded in solid data. Plus, embedded AI capabilities provide smart support, helping both advisors and clients understand complex wealth plans and investment recommendations. This blend of technology and human insight creates a powerful, user-friendly experience.
Project Impact and Sustainable Development Goals (SDGs)
- SDG 8: Decent Work and Economic Growth – by promoting financial wellbeing and growth opportunities
- SDG 9: Industry, Innovation, and Infrastructure – through advanced digital wealth management technology
- SDG 12: Responsible Consumption and Production – by integrating sustainable investment preferences
- SDG 13: Climate Action – by factoring climate risks into financial planning
- SDG 17: Partnerships for the Goals – demonstrated by trusted collaborations with leading organisations
Trusted, Award-Winning, and Secure
Since 2019, 3rd-eyes analytics has been a trusted partner for many leading organisations, helping them modernise and differentiate their offerings with flexible advisory solutions. The platform is award-winning WealthTech, proudly made in Switzerland, and holds SOC 2 Level II certification, ensuring top-notch security and reliability. For anyone looking to experience the very best in goal-based digital wealth management, 3rd-eyes offers a compelling, proven solution that’s ready to meet today’s challenges head-on.
