Product
Clients
About us
Knowledge Hub
Onboarding
Watch the Onboarding Tutorial
Product
Clients
About us
Knowledge Hub
Onboarding
Watch the Onboarding Tutorial
Product
Clients
About us
Knowledge Hub
Onboarding
Watch the Onboarding Tutorial
fincite x Pricehubble Whitepaper
fincite x Pricehubble Whitepaper
Regulation under control – Focus on Efficiency
Regulation under control – Focus on Efficiency
Learn in this case study how banks tackle CRR III, MiFID II, and missing property data while saving over 12 weeks of advisory time per year.
This case study shows how we created a comprehensive investment platform with BCA using fincite • cios.
This case study shows how we created a comprehensive investment platform with
fincite • cios in collaboration with BCA.
MiFID II compliant end-to-end consulting on a platform
Real estate values in real-time in the asset overview
Fewer manual processes, fewer compliance risks
Your guide to efficient compliance and digital advice
Digital asset management – transparent and user-friendly
Digital asset management – transparent and user-friendly
Digital asset management – transparent and user-friendly
Fincite & PriceHubble are leading providers of modern, digital solutions in wealth management and real estate valuation. In our joint whitepaper, you will learn how to seamlessly integrate regulatory requirements (CRR III, MiFID II, PRIIPs, etc.) into your advisory process, raising efficiency, transparency, and compliance to a new level.
Evergreen is a Leipzig-based fintech that offers digital asset management for everyone. Founded in 2018 by Iven Kurz, it stands for transparency and excellent user experience. A retirement savings service will also be offered soon.
Evergreen is a Leipzig-based fintech that offers digital asset management for everyone. Founded in 2018 by Iven Kurz, it stands for transparency and an excellent user experience. Soon, a pension service will also be offered.
Evergreen is a Leipzig-based fintech that offers digital asset management for everyone. Founded in 2018 by Iven Kurz, it stands for transparency and an excellent user experience. A retirement planning service will also be offered soon.
The white paper at a glance
B2C Financial Planning Service
In this white paper, ficnite and PriceHubble show you how to streamline existing processes, fully meet regulatory requirements, and provide your customers with a consistently digital, seamless advising experience. The key benefits are:
Evergreen offers a flexible B2C solution for financial and investment planning. The service provides clear outcomes for asset and risk management and customises the risk profile on an individual basis, with no minimum investment amount.
Efficient Compliance Processes: All previously manual steps, from the property value report to suitability assessment and documentation, are automated in a central workflow.
Automated Property Valuation: Thanks to PriceHubble in the fincite software, you can determine the Property Value in real time, compliant with regulations and audit-proof.
Complete Documentation & Transparency: CRR III, MiFID II suitability, and PRIIPs requirements are recorded comprehensively, making audits and inspections effortless.
Numbers and facts about our collaboration
Numbers and facts about
our collaboration
The result of a strong partnership
The result of a strong partnership
The result of a strong partnership
The result of a strong partnership
Target audience
For end customers and
institutional clients
For end customers and
institutional clients
For wealth management institutes and real estate advisors who want to optimize digital advisory and implement compliance efficiently.
Efficiency increase
Thanks to the automation of manual workflows, consultants save around 12 weeks each year and gain valuable time for client care.
Precise property valuation
With integrated PriceHubble data, you receive reliable property value figures in real time to make informed investment decisions.
Precise advice through comprehensive
data analysis for better investments.
Comprehensive risk analysis
Comprehensive risk analysis
Receive performance metrics, risk indicators (e.g., Sharpe ratio), and a detailed asset allocation analysis at the portfolio level.
Regulatory Compliant
Regulatory Compliant
Automated MiFID II checks and seamless documentation reduce 80% of violations and are audit-ready.
Faster customer acquisition
improves growth opportunities.
Holistic Reporting
End-to-end reporting from cost analysis to document dispatch for a complete overview.
Reduces effort and costs in the consulting process
through optimized workflows.
The 360° aggregation of all assets, including real estate, and the real-time assessment via PriceHubble enables more precise asset allocation.
Dennis Ritter
Private Banking Lead
The 360° aggregation of all assets, including real estate, and the real-time assessment via PriceHubble enables more precise asset allocation.
Dennis Ritter
Private Banking Lead
The 360° aggregation of all assets, including real estate, and the real-time assessment via PriceHubble enables more precise asset allocation.
Dennis Ritter
Private Banking Lead
The 360° aggregation of all assets, including real estate, and the real-time assessment via PriceHubble enables more precise asset allocation.
Dennis Ritter
Private Banking Lead
fincite x PriceHubble Whitepaper
Download the free white paper now
fincite x PriceHubble Whitepaper
Download the free white paper now
fincite x PriceHubble Whitepaper
Download the free white paper now
fincite x PriceHubble Whitepaper
Download the free white paper now
Wealth Management/
Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
Follow us on:
Wealth Management/
Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
© 2024 Fincite GmbH. All rights reserved.
Follow us on:
Wealth Management/
Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
Follow us on:
Wealth Management/
Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
Follow us on: