Skip to the main content.
Contact Us
Contact Us
Icon About usAbout us

WealthTech Software from the heart of Frankfurt. Learn more about us.

Icon CareerCareer

Wanna revolutionize the world of digital investments with us? This way!

Icon-Ecosystem FinciteEcosystem

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

Icon EventEvents

Revolutionizing the WealthTech scene together!

CIOS.Reporting Logo

Our offerings range from onboarding to reporting as self-service, assisted or hybrid solution.

Icon OnboardingOnboarding

Our Software Solutions for your Customer Onboarding as Self Execution, Advisor Guided or Hybrid!

Icon AdviceAdvice

Whether 100% digital or hybrid with personal advice, our software adapts to your operating model in a modular way.

Icon InvestmentInvestment

From SAA Construction, Advisor Software to Portfolio Management. Our software digitizes your process E2E.

Icon OrderingOrdering

Transaction Ordering. Contact us for more information.

Icon ReportingReporting

From asset aggregation to portfolio analysis with CIOS.Reporting you get all your clients' asset data - prepared in intuitive dashboards.

7 Key Wealth Management Trends in 2024

Ralf Heim / January 10, 2024

As we approach 2024, the landscape of investment is evolving rapidly. Ralf Heim, the Founder & Co-CEO of Fincite, shares his expertise on technological trends reshaping wealth management. This article delves into:

WealthTech Trends 2023

Ralf Heim / January 12, 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...

Read more

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

Ralf Heim / December 22, 2021

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”...

Read more

How a customer-centric reporting can increase your customer engagement

Ralf Heim / August 17, 2020

Within the financial industry there are two major statements you might have heard before: “Financial products are sold, not bought? and “When the...

Read more

Increase your customer engagement with Customer-Centric Reporting

Ralf Heim / August 17, 2020

Within the financial industry there are two major statements you might have heard before: “Financial products are sold, not bought” and “When the...

Read more

Fincite and ABN AMRO showcase their successful cooperation at Finovate

Ralf Heim / June 23, 2019
How will Investment Advice and Portfolio Management in a digital age look like? Based on Fincite.CIOS, ABN AMRO and Fincite have implemented an...
Read more

Fincite and ABN AMRO showcase their successful cooperation at Finovate

Ralf Heim / June 23, 2019
How will Investment Advice and Portfolio Management in a digital age look like? Based on Fincite.CIOS, ABN AMRO and Fincite have implemented an...
Read more

3 strategies to transit from (hybrid) robo to automated advice

Ralf Heim / June 22, 2019

In the last years over 20 Robo Advisors entered the European Market. Most of them, with purely digital advice based on investment algorithms. End of...

Read more

Why Trends Matter in Modern Asset Management?

Ralf Heim / June 22, 2019

Companies or Trends?

Facebook announced that it’s planning to launch a dating service for its users, and shares of Match.com sell-off around 25% in...

Read more

Europe's lack of Robo Advice infrastructure - why we need to speed up!

Ralf Heim / June 17, 2019

Innovation requires Infrastructure

Innovations require infrastructure. Transportation services need streets. Software innovations need devices. Uber...

Read more

Europe's lack of Robo Advice infrastructure - why we need to speed up!

Ralf Heim / August 9, 2018
Read more

Why Trends Matter in Modern Asset Management?

Ralf Heim / May 28, 2018
Read more

3 digital private banking strategies for automated robo advice

Ralf Heim / March 13, 2018

In the last years over 20 Robo Advisors entered the European Market. Most of them, with purely digital advice based on investment algorithms. End of...

Read more