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WealthTech Software from the heart of Frankfurt. Learn more about us.

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Wanna revolutionize the world of digital investments with us? This way!

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Our offerings range from onboarding to reporting as self-service, assisted or hybrid solution.

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Our Software Solutions for your Customer Onboarding as Self Execution, Advisor Guided or Hybrid!

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Whether 100% digital or hybrid with personal advice, our software adapts to your operating model in a modular way.

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From SAA Construction, Advisor Software to Portfolio Management. Our software digitizes your process E2E.

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Transaction Ordering. Contact us for more information.

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From asset aggregation to portfolio analysis with CIOS.Reporting you get all your clients' asset data - prepared in intuitive dashboards.

We digitize your
investment business

With our individual software solutions for banks & asset managers, we provide you a state-of-the-art investment offering with both: a user-friendly UX design (frontend) and quantitative algorithms (backend). Our track record of successfully carried out projects safeguards a high project quality delivery and a fast go-to-market.

Discover how we establish innovative investment solutions tailor-made to your challenges and contact our #WealthTech experts for a personal demo!

 

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1. Your Challenges


In today's financial industry most institutions struggle with:

One Stop Solution for Financial Institutions

Finding one-stop Solution

Turning savers into investors

Turning savers into investors

Creating an ESG and sustainable product offering for financial institutions

Creating a Sustainable (ESG) product offering

IT security

IT security

Demographic change

Demographic transition

Increasing competition in the financial sector

Increasing competition

Decrease of margins in the financial sector

Decrease of margins

2. How we respond to your Challenges - the Fincite approach


Decrease effort & costs

  • Smooth & 100 % digital Customer Onboarding
  • Reduction of steps per transaction
  • Transparency of cost effects on investments
  • Highlighting business opportunities for advisors
  • Automation of reporting processes

Increase loyalty & revenue

  • Integration of alternative investments (ESG, crypto, etc.)
  • Smart portfolio checks - Automized recommendation for portfolio optimization
  • Goal-based investing - Highlighting business opportunities for advisors
  • Integration of regulatory affairs
  • Tradability of Non-Bankable Assets

How we work together with our clients

At Fincite we create your innovation together! Following a simple but bulletproofed structure to combine your financial expertise with a state of the art digital mindset and IT infrastructure.

01
Product Vision

  • Defining vision, goals, positioning
  • Identification & Ideation
  • Developing User Journeys
  • Facilitating Workshops with Users

02
Concept Validation (POC)

  • Designing Wireframes
  • Performing a technical Feasibility Study
  • Checking Core Success Factors

03
Implementation (MVP)

  • Designing the User Interface
  • Usability Testing and Iterative Improvement
  • Development with Agile Management and SCRUM Mode

04
Customer Success

  • Monitoring and quality control
  • Adjusting and optimizing

Feedback from our clients:

The combination of extensive experience in the financial sector with a fresh innovative approach and dedication makes Fincite the perfect partner for us.
Testimonial, Dirk-Jan Schuiten, CEO Prospery
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.
Testimonial, Ronald Tuinenga, Product Owner Digital Investments ABN AMRO
Ronald Tuinenga
Product Owner Digital Investments ABN AMRO
We are glad to have the tech experts from Fincite as our partner.
Testimonial, Jurgen Vandenbroucke, Managing Director at everyoneINVESTEDonials-Jurgen-Vandenbroucke-Managing-Director-at-everyoneINVESTED
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.
Testimonial, Marc Sattler, BCA & BfV Board Member
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!
Testimonial, Andrew Trythall, Product Owner Prospery / Kendu
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.
Testimonial, Christian Kammler, Sales Manager Refinitiv
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.
Testimonial, Milenko Radic, Geschäftsführer Msg life
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.
Testimonial, Iven Kurz, CEO Evergreen
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.
Testimonial, Nicholas Ziegert, CEO W&Z FinTech OWNLY
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.
Testimonial, Sebastian Napiralla, Director Lampe Asset Management
Sebastian Napiralla
Director Lampe Asset Management