Build your own Investment Service with us!
Christian Paulus / November 1, 2019
Our modular investment software allows financial service providers to realize their unique investment services on our software – empowered by the...
The world’s first connected investment platform
Christian Paulus / November 1, 2019
In a world where “human financial advice” gets more expensive day by day, Fincite empowers retail banks, private banks and insurers to provide...
CIOS Optimization Engine
Christian Paulus / November 1, 2019
The Optimization Engine is our portfolio optimization and rebalancing tool and is part of our investment management software: set clients...
CIOS Analytical Engine
Christian Paulus / November 1, 2019
The Analytical Engine is our tool for building a portfolio health check, MiFID II reporting, or other analysis such as stress testing or customer...
CIOS Aggregation Engine
Christian Paulus / November 1, 2019
The Aggregation Engine is our insights tool for multi banking, PSD II, financial aggregation and open banking
Aggregation is the beginning of the...
Create individual Investment Reportings
Christian Paulus / November 1, 2019
Analytical dashboard with real-time information on all investments – for your clients, relationship, and investment managers! An effective reporting...
7 Success Factors for a Robo Advisor (+Infograph)
Christian Paulus / July 3, 2019
2 years ago, the enthusiasm about Robo Advisor was at its peak. The initial hype was fueled by analyses predicting that the global market for Robo...