Ralf Heim, Author at fincite

Wealth Management Software
- - - Fincite CIOS
    - Fincite.CIOS enables retail banks, private banks and insurers to provide advanced digital investment services to their clients.
  - - Aggregation Engine
    - Fincite’s insights tool for multi banking, PSD II, financial aggregation and open banking.
    - Analytical Engine
    - Create portfolio analytics, MiFID II reporting, stress testing, or wealth dashboards for your customers.
  - - Optimization Engine
    - Set clients restrictions, consider the bank investment rules and manage portfolio rebalancing.
Beyond Robo Advice
- - - Hybrid Robo Advisor
    - With Fincite’s hybrid Robo Advisor, you can advise your clients automated and individually at high speed.
  - - Portfolio Health Check
    - Win more clients by showing potential improvements on their aggregated portfolios.
    - Financial Home – Asset 360
    - Connect accounts from different banks, real estate, pensions and other assets with market data to create a holistic view.
  - - Financial Planning
    - An efficient tool that helps your clients with pension and financial planning.
    - Advisor Software
    - Configure strategies, investment restrictions, and generate individual proposals for your customers efficiently.
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