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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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All partners at a glance, from custodian banks to software partners.

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Revolutionizing the WealthTech scene together!

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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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Logo Hauck Aufhäuser Lampe
“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

Logo Abn Amro Bank
“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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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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Our Investment Reporting Software explained in 60 seconds.

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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.


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

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Cost savings compared to individual development

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Orders & Transactions

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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

Get in touch with our WealthTech experts

Your WealthTech Experts

Neue AMs

Our Promise:

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Discuss your digitization project with our experts. Whether it's customer onboarding, digital or hybrid consultation, ESG or investment reporting.

Personal demo on request.


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