Fincite.CIOS enables retail banks, private banks and insurers to provide advanced digital investment services to their clients.
Fincite’s insights tool for multi banking, PSD II, financial aggregation and open banking.
Create portfolio analytics, MiFID II reporting, stress testing, or wealth dashboards for your customers.
Set clients restrictions, consider the bank investment rules and manage portfolio rebalancing.
Your Investment Service
Build your own investment, wealth management or financial planning software within a few months.
Analytical dashboard with real-time information on all investments – for your clients, relationship, and investment managers! An effective reporting creates transparency.
ESG Investment Software
With our ESG investment software, we empower Financial Institutions to offer their clients a comprehensive ESG investment service.
Hybrid Robo Advisor
With Fincite’s hybrid Robo Advisor, you can advise your clients automated and individually at high speed.
Portfolio Health Check
Win more clients by showing potential improvements on their aggregated portfolios.
Financial Home – Asset 360
Connect accounts from different banks, real estate, pensions and other assets with market data to create a holistic view.
An efficient tool that helps your clients with pension and financial planning.
Konfigurieren Sie Strategien, Anlagebeschränkungen und generieren Sie individuelle Angebote für Ihre Kunden effizient.
Evergreen – Digital Wealth Planning
Our client EVERGREEN shares its experiences about our collaboration and using our software Fincite.CIOS.
BCA – Digital Reporting Platform
Our client BCA shares its experiences about our collaboration and using our software CIOS. Analyze.
Lampe Asset Management - Fund Dashboard
For Asset Managers – the digital bridge between sales, customers, and funds
ABN Amro - Advisor Software
In this case study, our client ABN AMRO shares its experiences about our collaboration and the benefits of our software Fincite.CIOS.
Customer On-boarding Presentation
On-Boarding processes via digital tools elevate financial institutions. Win New Customers & Increase Your Assets
All you need to know about ESG taxonomy, regulation, and implementation deadlines
Who are we? Discover the Fincite Team
Join a strong international team to shape the future of fintech in the heart of Frankfurt!