Description
We provide our capabilities either as configurable, white-label UIs for advisors and clients or as APIs to that our B2B clients can use/develop their preferred UX/UIs:
HOLISTIC & REALISTIC WEALTH PLANNING
We include not only bankable assets but focus on the whole balance sheet of clients (hence including illiquid assets and credits). We strive for the most realistic wealth forecasts in the market and consequently integrate non-normal distribution/fat tails in our scenario-based methodology. We also use a multiperiod approach that e.g. allows simulating a transition from negative to positive interest rates. We always integrate the CIO view of our clients in our modelling re. expected returns and statistical moments.
CLIMATE CHANGE SCENARIOS
To realistically model future wealth scenarios, we include the impact of climate change as this, depending on the level, significantly affects long-term investment returns.
INSTANT CALCULATIONS
We instantly calculate the future wealth and the probability to achieve financial goals in thousands of capital market and inflation scenarios. This motivates clients to disclose more wealth information as they perceive an immediate benefit when doing so.
MULTI-GOAL OPTIMISATION & HYPER-PERSONALISATION
We either optimise against pre-defined strategic asset allocations ("income", "balanced", etc.) or hyper-personalise the strategic asset allocation and make it client-specific. The reason is that no client has the same wealth structure and financial goals as another client. This ensures that we can always ensure a better outcome for clients.
Company description
We believe that each person is unique and should understand how to fulfil their dreams, get a realistic picture of their future wealth, cover their life risks, and invest in a sustainable manner. Despite this individuality, wealth managers continue to offer standardised and simplified investment plans without realistic, forward-looking wealth development scenarios integrate clients’ financial goals and Sustainable Investing beyond the regulatory minimum standards but also take capital market risks appropriately into account. This is the reason why 3rd-eyes analytics was founded in October 2015 by Stephanie Feigt (CEO) and Rodrigo Amandi (COO). The idea was to develop a solution that integrates professional asset and liability management methodology and sustainable investing. Today, more than 20 experts work for the success of 3rd-eyes analytics in quantitative modelling, software development, marketing, and sales in Switzerland and Serbia.
