Empowering people to make intelligent financial decisions

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

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.

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

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.

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

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

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

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

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

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

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.

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