3rd-eyes analytics
Curated by SignalWealth management software suite delivering hyper-personalized financial planning services.
Overview
3rd-eyes analytics offers a wealth management software suite aimed at improving the operations of wealth managers and financial advisors. The platform includes features such as CRM capabilities, portfolio management, performance reporting, and financial planning, with enhancements from AI and machine learning for predictive analytics. It targets individuals who are looking for personalized financial advice and addresses the complexities of wealth management by providing solutions that consider life risks and sustainable investing. The company emphasizes privacy and data protection, ensuring compliance and operational efficiency through secure data aggregation and APIs for integration with external services. This setup allows clients to receive tailored advice while engaging with the digital financial landscape.
Key facts
- Founded
- 2015
- Headquarters
- Zurich, Switzerland
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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Contact
- Primary office
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- Phone
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