Investment platform | Fincite CIOS WealthTech Software

“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

“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

“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.“

Ronald Tuinenga, Product Owner Digital Investments ABN AMRO

Our offerings range from onboarding to reporting as self-service, assisted or hybrid solution

What user experience do you want to establish? The choice is yours. We deliver as an individual solution or ready off the shelf product.

Self - Onboarding

The Fincite Onboarding Process is an easy to understand Questionnaire. The guided approach gives visual support to make decision making fast and efficient.

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Advisor Guided - Onboarding

Our Guided - Onboarding Solution gives an opportunity to increase the performance of your institution. A fully digital and customer friendly implementation of the legally required KYC processes will inspire your customers and your advisors.

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MIFID 2 Profiling

Offer an individual Onboarding with customized KYC-Questionnaire and MiFID 2 Profiling.

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Financial Planning

An automated, easy-to-use solution to help your clients with their financial planning, incorporating the cash accounts into our engine and adapting to the expenses in real time.

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Wealth aggregation

A 360° view of your customer’s entire assets. One central view on customer’s whole wealth – from portfolios to real estate.

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SAA Construction

Optimize your asset allocation and elaborate complex SAA issues directly to clients. Contact us for more information.

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Investment Advice

A Solution to create and optimize individual portfolios as well as to generate product and sales recommendations.

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Discretionary Portfolio Mgmt

Automated portfolio management with human interaction. A solution to help overcome the challenge of increasing regulatory requirements and a non scalable offline advise service.

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Transaction

All historical transactions at a glance including payouts, buys, sells, dividends, taxes, costs and deposits.

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Regulatory Reporting

Enable advisors to create and distribute reports - directly from one application, with customizable ad-hoc reports (e.g. risk & return, breakdown by asset class)

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Portfolio Analysis

Clients and Advisors get a holistic overview of all invested assets and in-depth analysis on a portfolio level. This allows a snapshots of the clients’ financial situation with just one click, and thus significantly optimizing their personal investment advice.

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ESG Reporting

Offer your clients a comprehensive ESG investment service – from sustainable Onboarding & Advisory, Green Portfolio Management to Sustainable Reporting.

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Financial intelligence as ready-to-use product or individually developed solution

Discover our award-winning offerings
for wealth and asset managers.

Our belief: financial intelligence starts with aggregation

Our software aggregates all your client’s assets and provides you with intelligent insights to kick-start your investment advice.

Think sustainable – ESG Investment Software

Our software empowers financial institutions to offer their clients a comprehensive ESG investment service – from sustainable Onboarding & Advisory, Green Portfolio Management to Sustainable Reporting.

To ESG Solution