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Fincite ESG Investment Software: Empowering sustainable investments

Sustainable Investments are nowadays both regulatory and market-driven. The EU Commission launched the European Green Deal, as a result of the Paris Agreement in December 2019, which aims to make Europe climate neutral by 2050 and keeping global warming below 1.5°C. Apart from the regulatory measures, another important driving force is the market demand: 83% of German retail customers feel that environmental and climate protection is among the greatest challenges of our time. While 52% of retail customers expect from banks or insurers that they offer sustainable financial products, only 5% of those “own“ a sustainable, financial product!

The Fincite ESG investment software, empowers financial institutions to offer their clients a comprehensive ESG investment service – from sustainable Onboarding & Advisory, Green Portfolio Management to Sustainable Reporting.

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Benefits of Our ESG Investment Solution

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Boost Sales: Our software helps you to efficiently place and utilize your sustainable products.

Fincite Digital Wealth Mangement Software

Save costs & time, focus on what’s important: your customer!

Fincite Client Reporting

Increase Transparency over financial products for your customers.


Be Regulatory-compliant: automatically updated through our SaaS approach.

The Core Functionalities
of Our ESG Software


  • Extract customer’s sustainable investment profile.
  • Enable your customers to exclude certain industries from the investment universe and select the European Commission environmental goals that the customer feels associated with.
  • Classify customer into different categories characterized by his/her willingness to invest in sustainability (from e.g.,” ESG enthusiast” or “avoider”).
Fincite Sustainibility Profile

ESG reporting

  • Create a regular customer reporting that reflects the most relevant ESG impacts of your customer portfolios.
  • Provide modular adaptable reports according to the bank’s internal investment guidelines.
  • Create suitability tests and other regulatory required contractual obligations.
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Fincite ESG and Sustainability

Portfolio Analysis

  • Analyze your existing customer’s portfolios based on ESG KPIs – both on portfolio and on single instrument level.
  • See the current ESG performance of your customer portfolios and display further ESG relevant insights (e.g., current CO2 footprint of the portfolio).
Fincite ESG Scores

Portfolio Optimization and Investment Proposal

  • Optimize existing portfolios based on the triad optimization components: ESG Scores & KPIs, Return and, Risk Return.
  • Show and analyze the optimized portfolios with state–of–the–art graphics.
  • Derive an ESG–compliant portfolio of existing customer’s portfolios or build an ESG–compliant portfolio for new customers from scratch.
  • Utilize ESG–compliant existing model portfolios or build your own ESG portfolio.
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Fincite ESG Portfolio

Our Expertise in The Integration of ESG Data Provider

The successful integration of ESG scores depends highly on the data provider quality. Fincite delivers you the following benefits:

Fincite Digital Wealth Mangement Software

Profit from our broad market knowledge and identify the fitting data provider for your financial institution

Fincite Digital Wealth Mangement Software

Experience transparent data provider onboarding process


Access to real-time ESG data by connecting our engine through an API

Fincite ESG Scores
  • Be ready for the regulatory implementation as soon as possible and use the head start for getting familiar with the new ESG standards against your competitors.
  • Be the first mover offering sustainable investment portfolio management and propose your sustainability USP.
  • Extent your client base by winning ESG seeking clients who currently are an underserved client base.
ESG Downloadable Content
What our customers say about our digital investment platform:
Jurgen Vanderbroucke

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

Jurgen Vandenbroucke, Managing Director at everyoneINVESTED

Marc Sattler

“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

Fincite Client Andrew Trythall ABN Amro

“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

Fincite Partner

“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

Fincite Partner

“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

Fincite Partner

“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

Fincite Partner

”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

Fincite Partner

”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

Fincite Partner

”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

Fincite Partner

”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