Goal-based advisory solution provider 3rd-eyes analytics empowers financial institutions to deliver goal-based investing that encompasses sustainable investing beyond regulatory requirements.
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. 3rd-eyes analytics empower financial institutions to deliver goal-based investing with realistic and scenario-based asset liability management methods, integrating sustainable investing in all steps of the advisory process.
Leading in the field with 20 awards in the domain exclusively, 3rd-eyes analytics is at the forefront of goal-based investing and wealth planning solutions. They occupy a distinct position in a sea of similar service providers by their concerted involvement in genuinely understanding the investment pain points and tailoring solutions in the light of those.
“In contrast to existing advisory processes where wealth might focus on creating a performance for the clients depending on certain volatility of the portfolio which comes from the risk profiling, our goal-based advisory solution focuses on the effective financial goals of the client.”Marc Mettler, Head of Business Development at 3rd-eyes analytics
Starting by getting to know you, they develop a comprehensive picture of your financial situation and gauge what you desire to accomplish with your assets. Resultantly, they help you create a wealth plan well aligned with your desired goals that goes much further than pure cash flow planning.
“In contrast to existing advisory processes where wealth might focus on creating a performance for the clients depending on certain volatility of the portfolio which comes from the risk profiling, our goal-based advisory solution focuses on the effective financial goals of the client. It optimizes the portfolio so that everything that is done focuses on reaching clients’ specific financial goals in all possible capital market scenarios,“ says Marc Mettler, Head of Business Development at 3rd-eyes analytics.
Employment of professional asset liability management methodology
Employing a professional asset liability management methodology, “we simulate the wealth in a forward-looking and realistic manner,” says Mettler. They take a holistic view of the client’s balance sheet, including their liquid and illiquid assets and liabilities. Based on this information, they provide investment options ranging from low to high volatility. These options are then simulated over the client’s lifespan.
Ensuring transparency and facilitating accountability
3rd-eyes analytics’ goal-based advisory solution allows for better transparency and accountability in client relationships. As an advisor, it is essential to be transparent with your clients and build a rapport based on trust. This is made possible by “streamlining the process and making it interactive by employing a realistic approach that includes crisis – since we calculate thousands of capital market scenarios. For instance, we will examine how the Covid-19 pandemic affects your wealth and profitability,” states Mettler. Ultimately, the goal is to develop a stronger client-advisor relationship built on mutual respect and understanding.
Promoting sustainable investing
While climate change and sustainability is a catchphrase for many emerging investment advisors, 3rd-eyes analytics has been actively advocating for it since its foundation in 2015. “So before it was on everybody’s mind, we already had the full ESG criteria implemented in the portfolio module since market entry in 2018. Further, they ensure the alignment of client portfolios and investment products with UN SDGs. Lastly, they display the carbon footprint of the client’s portfolios and investment products.
“We are the only ones who provide today a simulator that allows us to realistically simulate the impact of climate change on future wealth and goal achievement probability,” adds Mettler. “This helps us build climate robust portfolios, which nobody is doing at this point in time,” concludes Mettler.