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Build the best Investment
Advice and Management Service for Your Customers

with our composable investment software Fincite.CIOS

Fincite CIOS - Aggregated Portfolio

Fincite Customer On-Boarding

Win New Customers & Increase Your AuM

Fincite Customer On-boarding

Digital Investment Reporting for Clients, Advisors, and Management

Fincite.CIOS enables financial institutions to improve their reporting process and brings also significant cost benefits.

Investment Reporting Overview

Fincite ESG Investment Solutions:
Empowering Sustainable Investments

We empower Financial Institutions to offer their clients a comprehensive ESG investment service.

Fincite ESG Questionairre

Case Study: Building a New Challenger for Financial Planning

Learn how Evergreen builds up its services with our Software Fincite.CIOS

Fincite Partner Evergreen Case Study

Our clients and partners:

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

Fincite Products Alfred

Hybrid robo advice, portfolio analysis or financial home?

We have built various customized software solutions for the digital investment 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 digital investment platform

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 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 Website Aggregated Portfolio

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 investment.

Agile Work: Fincite and ING launch podcast „Changemakers”
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Agile Work: Fincite and ING launch podcast „Changemakers”

Changemakers - New Podcast about agile work, with helpful tips, expert interviews, and inspiration for a successful working environment The podcast by ING and Fincite on topics related to agility and new work starts on November 17, 2020. As part of the Handelsblatt's "Managing The New Normal" initiative, a new...
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Sustainable Investments (update 2020)
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Sustainable Investments (update 2020)

All you need to know about regulatory initiatives, implementation deadlines, and impacts for financial institutions   In our former blog post, we explained what ESG stands for and how important and beneficial it is to incorporate ESG factors into your investment screening processes. (Read the former blog post about ESG) Today we will give you a 2020 update on...
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