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CIOS Aggregation Engine

The Aggregation Engine is our insights tool for multi banking, PSD II, financial aggregation and open banking

Aggregation is the beginning of the digital investment advice of the future. While financial aggregation helps the customer to stay on track with his or her finances, it supports the bank to improve customer interaction. But aggregation also bears analytical potential for a digital investment journey: A 360° view can be the starting point for a portfolio analysis or a calculation of retirement gaps. Using financial aggregation, the bank can identify what is the individual next-best action for each of its customers.

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Learn more about our Aggregation Engine for multi banking:

Portfolioerstellung

Get a 360° view on the wealth of your customer.

Portfolioerstellung

Check the portfolio of your clients at another bank and identify the optimization potential

Portfoliomanager

Generate sales impulses with the knowledge about your customer

Building a 360° view on the customer requires a complete set of data

In order to provide you with a holistic view of all your clients’ assets we offer different possibilities for data gathering.

Girokonten

Cash Accounts

Cash Accounts via Rest API through our global partner network

Girokonten

Portfolio Accounts

Portfolio Accounts via Rest API through our global partner network

Girokonten

Financial Market

Financial Market Data Provider through modern Rest APIs

Immobiliendaten

Real Estate Data

Real Estate matching a manual entry of an address with the evaluation engine of our partners

Immobiliendaten

Private Equity

Private Equity as approximative values via several market data providers

Autos und Kunst

Cars and Art

Cars and Art via Rest API of several pricing data bases

Pension Accounts

Pension Accounts

Pension Accounts – for now just manually, via OCR or as proxy from the cash account

Pensionskonten

Insurance Data

Insurance Data – for now just manually, via OCR or as proxy from the cash account

Insights generated from a 360° view

  • Cash accounts for identifying income and expense structures of the customers, which bears insights into savings potentials and risk-bearing capacities
  • Portfolio accounts for analyzing the current investment structure
  • Market data to gather insights into the portfolio based on current financial market data
  • Real estate based on manual entry of a few data points with automated evaluation via real estate market data providers
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aggregation engine

We connect to several companies and partners

  • Financial market data: Refinitiv, Morningstar, FactSet, Sustainalytics
  • Frontend & middleware partners: Backbase, Five Degrees
  • Asset data provider: Sprengnetter
  • Core banking & portfolio management: Sopra Banking, Temenos
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aggregation engine
What our customers say about our digital investment platform:
jurgen

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

Jurgen Vandenbroucke, Managing Director at everyoneINVESTED

marc

“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

andrew

“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

christian

“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

milenko

“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

Iven

“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

nicolas

”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

sebestain

”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

dirk

”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

ronald

”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