3rd-eyes is the software partner for banks, insurance companies and investment advisers to implement a digital, goal-based investment advisory service. The system combines a financial planning module with a stochastic process, which determines an optimal asset allocation based on the customer's goals and allocates funds and ETFs using an algorithm. When choosing a product, the system considers individual criteria for the preferred investment style as well as personal values of the customer, such as environmental protection and social aspects.
Key information
- Information technology / Telecom.
- Usteristrasse 9, Zürich
- 3rd-eyes AG
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