- Case Study -
Digitize your #WealthManagement:
from onboarding to reporting, for digital challengers
and established institutions
Case study with 5 practical examples along the value chain
Our award-winning software helps you optimize every step of the value chain in a modular way - like a Lego brick. We always start with the needs of your customers: inside and your business model. Here are three examples:
- Are you an asset manager looking for out-of-the-box onboarding software? We have the perfect onboarding software for you!
- Are you a wealth management consultancy looking for world-class reporting software? We have combined a modern front-end with a groundbreaking back-end.
- You offer self-execution services & need sound investment calculations for your existing frontends? We implement our backend engines Fincite.CIOS via API directly into your technical systems.
Download our free case study here and learn more about the digitization turbo along your value chain:
- For digital challengers & established institutions