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Advisor Software: automated portfolio rebalancing and optimization

How to leverage the revenue per advisors while reducing the total cost of the advice process? The Fincite Advisor Software offers consultants an easy-to-understand process for creating and optimizing individual portfolios as well as generating product and sales recommendations. There are good reasons to act now:

  • Save 10 weeks / year per advisor
  • Individual and automated advice to your clients
  • Increasing regulatory requirements making a manual implementation almost impossible and bearing greater liability and reputation risks
  • Hybrid advice: Supporting consultants with first-class digital tools
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Benefits of our Advisor Software


Construct and rebalance portfolios with highly individual client-based restrictions within your standard consulting process.


Optimization of external depots and 3 in 1 compliance check (Pretrade compliant, portfolio construction according to strategy, investment compliance).


Impress clients and increase your Net Promoter Score by reacting to customers requests in real time.

Generate individual investment proposals efficiently

Our Advisor Software combines ease of use and a smooth process:

  • Configuration

    Configuration of strategies and investment restrictions and definition of data formats (input and output)

  • Data supply

    Export of customer portfolios from the Portfolio Management System

  • Recommendation

    Import to the Advisor Software and generate optimization proposals

  • Realization of proposals

    Providing proposals to the consultant for discussion with the client

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Calculation of risk values

A sound strategy is fundamental for reaching the individual pension objective. With our financial planning software, you profit from a straightforward procedure:

  • Construction, risk metrics and portfolio construction within one tool
  • Before/after analysis of risk factors and expected returns
  • Real-time and interactive functions
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Berechnung der Risikowerte

Further benefits of our advisor software


Quick portfolio rebalancing

Reduces the time per advisor from 4 hours to ½ hour for rebalancing a portfolio with investment restrictions


Increased productivity

Time savings of 10 weeks per advisor resulting in freeing time in the value of millions


Reduce risks and violations

Reduction of investment restriction violations and avoidance of potential reputational risks

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What our customers say about our investment platform:

“We are glad to have the tech experts from Fincite as our partner”

Jurgen Vandenbroucke, Managing Director at everyoneINVESTED


“The collaboration with Fincite will enables us to make our investment research services directly available to our partners, especially from the perspective of Bank für Vermögen AG, in client advisory services, but also in individual portfolio construction.”

Marc Sattler, BCA & BfV Board Member


“Prospery and Fincite have been working together since 2017. Within only a couple of months, Fincite was able to develop a complete portfolio management solution. We would work with them again at any time!”

Andrew Trythall, Product Owner Prospery / Kendu


“With our partners of Fincite, we could excite some of our clients. We brought intelligence and Insights directly into the portfolios our clients’ customers, by leveraging Thomson Reuters strong data capabilities with Fincites’ Algorithms.”

Christian Kammler, Sales Manager Refinitiv


“Life Insurers need innovative Products to serve customers digitally. The integrated Robo Advisor from Fincite is an excellent solution, which is actively used by numerous renowned financial institutions. Together with msg life we will now offer new opportunities in advice, customer retention and sales to life insurance.”

Milenko Radic, Geschäftsführer Msg life


“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


”OWNLY and Fincite share the vision of a digital private bank and family office. This led to fruitful exchanges about future services and features.”

Nicholas Ziegert, CEO W&Z FinTech OWNLY


”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


”The combination of extensive experience in the financial sector with a fresh innovative approach and dedication makes Fincite the perfect partner for us.”

Dirk-Jan Schuiten, CEO Prospery


”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