Three Swiss startups are pooling their core competencies and are jointly launching a wealth management platform for asset managers, family offices and banks.
FinTechs Fin Cube, 3rd Eyes and Investment Navigator have been looking to make asset management easier for business customers. However, every startup for itself, each with a different focus.
The three companies are partnering to create a common digital wealth management platform that will set new standards.
Joining forces to create the perfect service platform
The three FinTechs are bundling their expertise and strengths, and from mid-May on they want to launch a platform in the market that convinces in terms of automation and digital processes as well as security in terms of regulatory requirements.
The digital wealth management platform is designed to make life easier for asset managers, family offices and banks, and to fully automate their “services under the new regulatory framework.” The co-operating startups believe that 1 + 1 + 1 is more than just 3, positioning their combined performance as a “unique and comprehensive IT and services platform to provide to the asset management and banking industries.”
Andreas Grolp, CEO of Fin Cube, sees the core competence of his start-up for goal-based investment as ideally complemented by 3rd Eyes and Investment Navigator:
This allows asset managers to complete professional wealth planning from onboarding to full digital implementation
Who stands behind the new Wealth Management platform
Fin Cube, founded in 2015, offers with an advisory desk a holistic IT and service platform for all aspects of customer service and asset management as well as the management of your own company. The browser-based, multi-client-ready solution provides a comprehensive set of tools to efficiently meet the challenge of ever-increasing requirements and tightening regulators’ regulations.
3rd Eyes was founded in 2015 by investment specialists to enable banks and asset managers to provide targeted, holistic, personalized and sustainable advice to their clients. The combination of a scenario-based and multi-periodic ALM methodology results in tailor-made investment strategies and portfolios that best meet customer goals and needs. As a modular “software as a service” solution, the 3rd Eyes Advisory Suite can be easily connected to existing processes and systems.
Investment Navigator provides wealth managers with unique, real-time suitability responses. Automation adds security to the investment and advisory process in terms of regulatory, product or tax requirements and restrictions. Founded in 2014 and headquartered in Zurich last year, it opened a Singapore office and is currently part of Accenture’s FinTech Innovation Lab London.