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The best-in-class digital wealth
management software

Lead the change in the financial industry: Build the best investment

advice and management service solutions for your customers with

our SaaS digital wealth management software Fincite.CIOS.

As an innovative Fintech company, we have built state-of-the-art digital banking technologies together with our partners and clients.

Digital banking on a new level – learn how we have optimized the advice process of ABN AMRO with our software

Fincite Software Alfred ABN Amro

Hybrid robo advice, portfolio analysis or financial home?

We have built various customized software solutions for the digital banking process with our clients from different industries. Find out how you can enhance your business operations and customer experience with the help of our software:

 

Your Industry

Our Solutions

Hybrid Robo Advisor

Portfolio Health Check

Financial Home Asset 360

Financial Planning

Advisor Software

Our Solutions

Hybrid Robo Advisor

Portfolio Health Check

Financial Home Asset 360

Financial Planning

Advisor Software

Our Solutions

Hybrid Robo Advisor

Portfolio Health Check

Financial Home Asset 360

Financial Planning

Advisor Software

Our Solutions

Hybrid Robo Advisor

Portfolio Health Check

Financial Home Asset 360

Financial Planning

Advisor Software

Fincite.CIOS: Our software for digital wealth management

Fincite.CIOS is the technology behind our solutions such as Hybrid Robo Advice, Advice Engine, Retirement Planning and Portfolio Analysis. With CIOS, we have built the world’s first connected investment software uniting personal finances, advice and portfolio management into one process.

Our digital wealth management software creates an overarching view on the financials of banking clients, runs a smart investment engine to create optimization suggestions and manages entire portfolios keeping the real time financials at all banks in sight.

Fincite.CIOS Screenshot
Fincite screenshot software

Portfolio Health Check: Get a 2nd opinion on your investments

Let your client connect portfolios from 3rd party banks in order to analyze and benchmark the portfolio’s performance, risks, diversification, costs and much more. With our portfolio management software, you can now show recommendations for your client’s portfolio.

As one of Germany’s fastest thriving Fintech companies, we have received prestigious awards for both growth and employee satisfaction.

Fincite Blog

News and trends about digital wealth management and digital banking.

How to harness the powers of Open Banking
Uncategorized

How to harness the powers of Open Banking

How PSD2 and Open Banking will change our view and ease of wealth aggregation and how banks can use it to their advantage. Open Banking and PSD2 are associated with several problems for banks: costs, loss of data, increased competition, and increasing regulatory burden. The implementation deadline is near and...
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5 tasks your investment software can’t execute
Uncategorized

5 tasks your investment software can’t execute

The digitization of the financial industry often progresses only cumbersome. Great successes or changes usually come from the emerging challengers or "online-only" banks. The established players are trapped in legacy systems that are not up to the pressure of digitization and regulation.  This applies especially to investment processes. From consultation to portfolio...
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