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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Advice and Management Service for Your Customers
Win New Customers & Increase Your AuM
Digital Investment Reporting for Clients, Advisors, and Management
Fincite ESG Investment Solutions: Empowering Sustainable Investments
Case Study: Building a New Challenger for Financial Planning
Case Study: Creating a Composable Reporting Platform for Clients and Advisors!
Our clients and partners:
Hybrid robo advice, portfolio analysis or financial home?
We have built various customized software solutions for the digital investment process with our clients from different industries. Find out how you can enhance your business operations and customer experience with the help of our software:
- Retail Banking
- Private Banking
- Asset Management
- Insurance & Distributors
Portfolio Health Check: Get a 2nd opinion on your investments
Let your client connect portfolios from 3rd party banks in order to analyze and benchmark the portfolio’s performance, risks, diversification, costs and much more. With our portfolio management software, you can now show recommendations for your client’s portfolio.
Digital Finance Summit
Winner 2020 – Scale-up Pitch Award
Wealthtech 100: Regarded as one of the world’s most innovative WealthTech companies
Honored as one of the fastest growing startups in 2018
Stevie Award 2016:
Regarded as the best management team of the year
Stevie Award 2016:
Honored as Germany’s Technology Startup of the Year
Honored as one of the fastest growing startups in 2017
CIO Outlook 2018:
Honored as Top Banking Technology Software 2018
Awarded from our colleagues as a great place to work
Regarded as one of the world’s most innovative WealthTech companies