Wealth & Private Banking › Financial Planning & Advice › Goal-based Planning
3rd-eyes analytics
Goal-based wealth planning platform that banks and wealth managers use for adviser-led and self-service financial planning.
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Overview
The company provides a goal-based digital wealth management platform for wealth management firms and their advisers. Advisers present a client's total wealth, simulate wealth scenarios, optimize the chance of reaching financial goals and link the plan to personalized asset allocations or model portfolios, with suitability minutes and reports generated automatically for European regulatory requirements.
The platform is modular and also offers self-service planning tools for clients and prospects, an AI assistant, an asset liability risk engine and analysis of how climate scenarios affect future wealth.
Key Features
- + Goal-based wealth planning
- + Scenario simulation
- + Suitability documentation
- + Self-service planning tools
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