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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 digital or digitally-empowered (hybrid) investment services to their clients. All this seamlessly integrated into their current processes, channels and architectures via one software – Fincite.CIOS.

fincite

Our customers benefit from:

Portfolioerstellung

Increased revenue per customer, advisor and portfolio manager

WALLET

Reduced costs through cutting efforts along the investment value chain

BANK

Ensured compliance through automated documentations and rules

Our investment platform empowers banks, insurers and asset managers to:

Provide holistic advice on all assets of a customer aggregated into a 360° view.

More information about the Aggregation Engine.

 

Generate insights for the customers by analyzing their financials and providing impulses for the advisor.

More information about the Analytical Engine.

 

Automate the construction of individual portfolios matching the preferences, objectives and restrictions of the customer with the investment rules of the bank.

More information about the Optimization Engine.

Our modular investment platform

Kundenkanal

Customer Channel

Customer Support/Dashboard, Wealth Aggregation, Digital Onboarding, Customer Management

Beratung

Advice

MiFID II check & profiling, retirement planning, Hybrid advice, integrated research

Girokonten

Investment

Portfolio management & analysis, rebalancing, investment restrictions simulation

Servicing

Servicing

Financial planning, private markets, 360° client view, alternative investments

Reporting

Reporting

Client reporting, management reporting, performance reporting, risk reporting

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Start small and be fast

Thanks to our modular setup, you can start by using single functionalities without implementation. Within only a few weeks, you can connect to our service via API or file transfer in order to explore our software’s features.

1

Proof of Value

Test our application in your processes with your advisors, portfolio managers or test clients

2

Minimum Viable Product

Implement CIOS for your individual use case within just a few months

3

Implementation

Depending on your architectural environment, we can integrate your Core Banking, CRM, Portfolio Management System or deposit bank

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What our customers say about our digital investment platform:
jurgen

“We are glad to have the tech experts from Fincite as our partner”

Jurgen Vandenbroucke, Managing Director at everyoneINVESTED

marc

“The collaboration with Fincite will enables us to make our investment research services directly available to our partners, especially from the perspective of Bank für Vermögen AG, in client advisory services, but also in individual portfolio construction.”

Marc Sattler, BCA & BfV Board Member

andrew

“Prospery and Fincite have been working together since 2017. Within only a couple of months, Fincite was able to develop a complete portfolio management solution. We would work with them again at any time!”

Andrew Trythall, Product Owner Prospery / Kendu

christian

“With our partners of Fincite, we could excite some of our clients. We brought intelligence and Insights directly into the portfolios our clients’ customers, by leveraging Thomson Reuters strong data capabilities with Fincites’ Algorithms.”

Christian Kammler, Sales Manager Refinitiv

milenko

“Life Insurers need innovative Products to serve customers digitally. The integrated Robo Advisor from Fincite is an excellent solution, which is actively used by numerous renowned financial institutions. Together with msg life we will now offer new opportunities in advice, customer retention and sales to life insurance.”

Milenko Radic, Geschäftsführer Msg life

Iven

“Evergreen is aiming for technological leadership in digital financial planning and investing. Fincite’s CIOS is paving the way from our state- of-the-art asset management to a great customer experience.”

Iven Kurz, CEO Evergreen

nicolas

”OWNLY and Fincite share the vision of a digital private bank and family office. This led to fruitful exchanges about future services and features.”

Nicholas Ziegert, CEO W&Z FinTech OWNLY

sebestain

”Together with Fincite, we have created a new-generation financial analysis tool. Their innovative thinking combined with their strong focus on financial mathematics led to an impressively efficient tool for our clients.”

Sebastian Napiralla, Director Lampe Asset Management

dirk

”The combination of extensive experience in the financial sector with a fresh innovative approach and dedication makes Fincite the perfect partner for us.”

Dirk-Jan Schuiten, CEO Prospery

ronald

”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