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Portfolio Health Check: give a second opinion on your customer's portfolio

Imagine you can convince your customers by providing an immediate 2nd opinion on their investments online. With our portfolio software, you can allow your customer to connect his third-party deposit on your website – simply by using their online banking credentials.

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Benefits of our Portfolio Health Check:


Provide your customers one overview about all portfolios at all security deposits.


Benchmark your strategic asset allocation towards the customer’s current portfolio and give your customer concrete recommendations.


Generate valuable data about your customer and provoke new investments.

Benefits for the bank

  • Win customers from your competitor by offering a portfolio transition, deposit opening or deposit moving after the check
  • Convert customer to your digital investment service or into an offline advice after the initial check
  • Use portfolio health check as a premium service or trigger for a sales impulse
  • Gain revenues by triggering transaction in a self-execution environment
  • Manage your funnel by knowing the Customer Lifetime Value (CLV) and trigger the right actions at the right time
  • Differentiate from your competition and increase your Net Promoter Score (client satisfaction)
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health check
What our customers say about our investment platform:

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

Jurgen Vandenbroucke, Managing Director at everyoneINVESTED


“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


“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


“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


“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


“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


”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


”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


”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


”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