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Fincite Hybrid Robo Advice - automated portfolio management with human interaction

“Human-only” offline advice is not scalable and requires considerable manual effort. On top of that, increasing regulatory requirements lead to liability and reputational risks. Fincite Hybrid Robo Advisor enables our clients to overcome these challenges. Advise your clients automated & individually and empower your advisor!

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Benefits of our Hybrid Robo Advisor:

Fincite Digital Wealth Mangement Software

Easily integrated into your IT landscape

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Fast to market as stand-alone or fully integrated within < 3 months

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Customer oriented, beats portfolio orientation​

Creating a Superior Investment Experience

MiFID II compliant risk profiling and customer onboarding
Implementation of savings plans and dynamic saving strategies
Many overviews in a dashboard explaining risk, performance, and investment strategy
Automated portfolio rebalancing according to the bank’s internal investment guidelines
Seamlessly allow your customer to switch between the Robo and human advisor

Download our Hybrid Robo Advisor presentation and discover how we can support your digital investment service!

Download Hybrid Robo Presentation

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Our Holistic Approach

Building a (Hybrid) Robo Advisor is an ambitious challenge for all financial institutions. In order to adapt the new service to your IT landscape, product universe, and client structure we guide you step by step through the whole process.

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On-Boarding

MiFID II compliant onboarding & KYC process, customer profiling and selection of suitable investments

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Analytics & Reporting

Insights to the allocation, extended analyses, attributions, and numerous evaluations from risk to sustainability (ESG)

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Portfolio Management

Portfolio rebalancing and –optimization as well as order execution

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Case Study: EVERGREEN

B2C Robo Advisory

The EVERGREEN discretionary portfolio management (“robo advisor”) is a complete B2C solution. The software is based on Fincite.CIOS and has two main goals: Deliver results for asset and risk management and calculate the client‘s risk profile

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Risk Profiling Evergreen
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