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Fintech Blog for Digital Investments, Fintech Software, WealthTech and Fincite company updates.
Excite customers with customer-centric digital banking solutions
Increase simplicity for the advisor and the client by efficiently managing complexity in the backend!
Kundenzentriert arbeiten & für Digitale Banking Lösungen begeistern
Erhöhen Sie die Benutzerfreundlichkeit für Kunden und Berater durch Verlagerung der Komplexität für den Kunden in den Hintergrund.
How technology improves the client-advisor relationship
The relationship between financial advisors and their clients is builton trust.The levels ofthis trust and reliabilityareoften formed over an...
Financial Advice 2.0: Inventing super-human advisors
In a world where technology is ever-changing and regulationsever-increasing, human advice is costly, ineffective, and risky. Robo-Advice, on the...
Build your own Investment Service with us!
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
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
The Optimization Engine is our portfolio optimization and rebalancing tool and is part of our investment management software: set clients...
CIOS Analytical Engine
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
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
Analytical dashboard with real-time information on all investments – for your clients, relationship, and investment managers! An effective reporting...