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WealthTech Software from the heart of Frankfurt. Learn more about us.

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Wanna revolutionize the world of digital investments with us? This way!

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

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Our Software Solutions for your Customer Onboarding as Self Execution, Advisor Guided or Hybrid!

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Whether 100% digital or hybrid with personal advice, our software adapts to your operating model in a modular way.

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From SAA Construction, Advisor Software to Portfolio Management. Our software digitizes your process E2E.

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Transaction Ordering. Contact us for more information.

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From asset aggregation to portfolio analysis with CIOS.Reporting you get all your clients' asset data - prepared in intuitive dashboards.

Empowering people to make intelligent financial decisions

Worldwide financial institutions trust Fincite’s top-notch WealthTech software which helps to increase the value of assets of retail investors via intelligent software

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“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

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“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

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“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

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Digitizing wealth management – how our software kick-starts the investment advice!

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

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

Financial Asset Allocation and Sectors

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.

Our software aggregates

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.

Sustainability Score and Risk

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.

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Client Happiness

4 reasons why our clients can’t get enough of us:

Click and Connect

Click and Connect

Easily integrated into your IT landscape

Fast go-to-market

Fast go-to-market

As SaaS product or solution fully integrated within < 3 months

Boost Sales

Boost Sales

Get new conversation starter, create investment proposals, show holistic performance

Regulatory compliant

Regulatory compliant

Automatically updated through our SaaS approach