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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.

What's New?

Fintech Blog for Digital Investments, Fintech Software, WealthTech and Fincite company updates.

WealthTech Trends 2023

Here are the top 5 highlights of our founder and CO-CEO Ralf Heim.  2022 was a year from which, under normal circumstances, one would first have to lie down and recover: the war is back in Europe, inflation reached unexpected highs worldwide, in...

Virtual Assisants in Private Banking

Everyone is familiar with the classic financial advice of today: investment clients make an appointment with their advisor to discuss their personal...

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Generation Z and investments - how to convince young investors!

Savings accounts, checking accounts, building society savings contracts, and possibly a share - for the boomer generation, these were often the only...

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How to make customer onboarding fast & compliant in under 10 minutes!

Too many banks make the onboarding process difficult for new customers. When customers want to open an account or securities account, they often have...

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3 Customer Onboarding Conversion Killers and how to avoid them

How can you ensure that your prospective customer completes the onboarding process and that your CAC (Customer Acquisition Cost) and bounce rate...

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5 #WealthTech Trends shaping the industry in 2022 (+Bonus Track)

In 2021 a lot of trends in the investment industry moved towards the “plateau of productivity” as Gartner would describe it in the “Hype Cycle”...

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How to excite your clients with a Digital Portfolio Reporting

Time-eater reporting

Searching for a summer vacation on the web, taking part in a video conference and paying for the groceries conveniently by cell...

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How to digitize your investment processes to maximize portfolio analytics

Whether it's digital customer on-boarding, online account opening, or automated portfolio optimization, nowadays many processes are manually no...

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Partnership for digital fund management

Together with PACTA, we will design ready-made standard processes (so-called PACTA workflows) for digital fund management. The first joint project is...

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How to convert savings into investments with the Conversion Engine

In an era of low-interest rates and cash piling up on current and savings accounts, banks have tried various tactics to convert the cash hoard into...

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2021 - The year when Robo-Advice finally comes of age.

An Evaluation by Friedhelm Schmitt.

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Agile Work: Fincite and ING launch podcast „Changemakers"

Changemakers - New Podcast about agile work, with helpful tips, expert interviews, and inspiration for a successful working environment

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Sustainable Investments (update 2020)

All you need to know about regulatory initiatives, implementation deadlines, and impacts for financial institutions

 

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