Learn more about our Aggregation Engine for multi banking:
Wealth aggregation allows the advisor to take a complete view on the customer and the particular assets
Portfolio analysis can be used to check the portfolio of the customer at another bank and to identify optimization potential
Sales impulses can be generated from the knowledge won about the customer and the particular assets
Building a 360° view on the customer requires a complete set of data
In order to provide you with a holistic view of all your clients’ assets we offer different possibilities for data gathering.
Cash Accounts
Cash Accounts via Rest API through our global partner network
Portfolio Accounts
Portfolio Accounts via Rest API through our global partner network
Financial Market
Financial Market Data Provider through modern Rest APIs
Real Estate Data
Real Estate matching a manual entry of an address with the evaluation engine of our partners
Private Equity
Private Equity as approximative values via several market data providers
Cars and Art
Cars and Art via Rest API of several pricing data bases
Pension Accounts
Pension Accounts – for now just manually, via OCR or as proxy from the cash account
Insurance Data
Insurance Data – for now just manually, via OCR or as proxy from the cash account
Insights generated from a 360° view
- Cash accounts for identifying income and expense structures of the customers, which bears insights into savings potentials and risk-bearing capacities
- Portfolio accounts for analyzing the current investment structure
- Market data to gather insights into the portfolio based on current financial market data
- Real estate based on manual entry of a few data points with automated evaluation via real estate market data providers
We connect to several companies and partners
- Financial market data: Refinitiv, Morningstar, FactSet, Sustainalytics
- Frontend & middleware partners: Backbase, Five Degrees
- Asset data provider: Sprengnetter
- Core banking & portfolio management: Sopra Banking, Temenos
What our customers say about our digital investment platform:
“Prospery and Fincite have been working together since 2017. Within only a couple of months, Fincite was able to develop a complete portfolio management solution. We would work with them again at any time!”
Andrew Trythall, Product Owner Prospery / Kendu
“With our partners of Fincite, we could excite some of our clients. We brought intelligence and Insights directly into the portfolios our clients’ customers, by leveraging Thomson Reuters strong data capabilities with Fincites’ Algorithms.”
Christian Kammler, Sales Manager Refinitiv
“Life Insurers need innovative Products to serve customers digitally. The integrated Robo Advisor from Fincite is an excellent solution, which is actively used by numerous renowned financial institutions. Together with msg life we will now offer new opportunities in advice, customer retention and sales to life insurance.”
Milenko Radic, Geschäftsführer Msg life
“Evergreen is aiming for technological leadership in digital financial planning and investing. Fincite’s CIOS is paving the way from our state- of-the-art asset management to a great customer experience.”
Iven Kurz, CEO Evergreen
”OWNLY and Fincite share the vision of a digital private bank and family office. This led to fruitful exchanges about future services and features.”
Nicholas Ziegert, CEO W&Z FinTech OWNLY
”Together with Fincite, we have created a new-generation financial analysis tool. Their innovative thinking combined with their strong focus on financial mathematics led to an impressively efficient tool for our clients.”
Sebastian Napiralla, Director Lampe Asset Management
”The combination of extensive experience in the financial sector with a fresh innovative approach and dedication makes Fincite the perfect partner for us.”
Dirk-Jan Schuiten, CEO Prospery
”With Fincite.CIOS, we can manage complex portfolios automatically. This strengthens the efficiency of our consultants and helps them focus on the essentials: the customer.”