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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.

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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.

Learn more about our Aggregation Engine for multi banking:

Überblick über alle Vermögenswerte

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

Identifizierung von Optimierungspotenziale

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

Vertriebsimpulse

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.

  • Cash Accounts
    Cash Accounts via Rest API through our global partner network
  • Portfolio Accounts
    Portfolio Accounts via Rest API through our global partner network
  • Financial Market
    Financial Market Data Provider through modern Rest APIs
  • Real Estate Data
    Real Estate matching a manual entry of an address with the evaluation engine of our partners
  • Private Equity
    Private Equity as approximative values via several market data providers
  • Cars and Art
    Cars and Art via Rest API of several pricing data bases
  • Pension Accounts 
    Pension Accounts – for now just manually, via OCR or as proxy from the cash account
  • Insurance Data
    Insurance Data – for now just manually, via OCR or as proxy from the cash account

Personal Demo

 

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

Einblicke, die durch eine 360°

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

Partner together work

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”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

Ronald Tuinenga, Product Owner Digital Investments ABN AMRO

 

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