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Our clients and partners:

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Deutsche Bank
Abn amro bank
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Refinitive
Ownly
Evergreen
Easy polio
Prospery
Morningstar
Morningstar
Maxblue
Factset
BCA

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

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Your Industry

  • Retail Banking
  • Private Banking
  • Asset Management
  • Insurance & Distributors

Our Solutions

Retail Banking

Our Solutions

Hybrid Robo Advisor

Hybrid Robo Advisor

Portfolio Health Check

Portfolio Health Check

Financial Home Asset 360

Financial Home Asset 360

Financial Planning

Financial Planning

Advisor Software

Advisor Software

Private Banking

Our Solutions

Hybrid Robo Advisor

Hybrid Robo Advisor

Portfolio Health Check

Portfolio Health Check

Financial Home Asset 360

Financial Home Asset 360

Financial Planning

Financial Planning

Advisor Software

Advisor Software

Asset Management

Our Solutions

Hybrid Robo Advisor

Hybrid Robo Advisor

Portfolio Health Check

Portfolio Health Check

Financial Home Asset 360

Financial Home Asset 360

Financial Planning

Financial Planning

Advisor Software

Advisor Software

Insurance & Distributors

Our Solutions

Hybrid Robo Advisor

Hybrid Robo Advisor

Portfolio Health Check

Portfolio Health Check

Financial Home Asset 360

Financial Home Asset 360

Financial Planning

Financial Planning

Advisor Software

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: Unsere digitale Investment Plattform
As one of Germany’s fastest thriving Fintech companies, we have received prestigious awards for both growth and employee satisfaction.
Digital Summit 2020 Belgium

Digital Finance Summit
Winner 2020 – Scale-up Pitch Award

Wealthtech 100: Regarded as one of the world’s most innovative WealthTech companies


Wealthtech 100: Regarded as one of the world’s most innovative WealthTech companies

Grundszene 2018:

Grundszene 2018:
Honored as one of the fastest growing startups in 2018

Stevie Award 2016:

Stevie Award 2016:
Regarded as the best management team of the year

Stevie Award 2016:

Stevie Award 2016:
Honored as Germany’s Technology Startup of the Year

Grundszene 2017:

Grundszene 2017:
Honored as one of the fastest growing startups in 2017

CIO Outlook 2018:

CIO Outlook 2018:
Honored as Top Banking Technology Software 2018

Kununu:

Kununu:
Awarded from our colleagues as a great place to work

Wealthtech 100:

Wealthtech 100:
Regarded as one of the world’s most innovative WealthTech companies

Fincite Blog

News and trends about digital wealth management and investment.

2021 – das Jahr in dem Robo Advice endgültig erwachsen wird.

2021 – das Jahr in dem Robo Advice endgültig erwachsen wird.

Eine Einschätzung von Friedhelm A. Schmitt   2020 wird ohne Frage als ein außergewöhnliches Jahr in die Geschichtsbücher eingehen. Die Corona Pandemie hat weltweit zu Verwerfungen, Umwälzungen aber auch Beschleunigungen geführt, die – wie immer bei disruptiven Ereignissen – so vor einigen Monaten noch nicht absehbar waren. Doch was bedeutet all ...

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Agiles Arbeiten: Fincite und ING präsentieren Podcast „Changemakers“

Agiles Arbeiten: Fincite und ING präsentieren Podcast „Changemakers“

  Changemakers – Neuer Podcast über agiles Arbeiten mit praktischen Tipps, Experten-Interviews und Anregungen für die eigene Arbeitswelt Der Podcast der ING und Fincite rund um Themen zu Agilität und New Work geht am 17. November 2020 live. Im Rahmen der „Managing The New Normal“ Initiative des Handelsblatts erscheint jeden zweiten Dienstag eine ...

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