Advisor Software:
Automated portfolio rebalancing and optimization

How to leverage the revenue per advisors while reducing the total cost of the advice process? The Fincite Advisor Software offers consultants an easy-to-understand process for creating and optimizing individual portfolios as well as generating product and sales recommendations.

There are good reasons to act now:

  • Save 10 weeks / year per advisor
  • Individual and automated advice to your clients
  • Increasing regulatory requirements making a manual implementation almost impossible and bearing greater liability and reputation risks
  • Hybrid advice: Supporting consultants with first-class digital tools

 

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Advisor Software: Automated portfolio rebalancing and optimization

Benefits of our Advisor Software

Portfolio construction and rebalancing

Construct and rebalance portfolios with highly individual client-based restrictions within your standard consulting process.

Optimization of external depots

Optimization of external depots and 3 in 1 compliance check (Pretrade compliant, portfolio construction according to strategy, investment compliance).

Impress customers

Impress clients and increase your Net Promoter Score by reacting to customers requests in real time.

Generate individual investment proposals efficiently

Our Advisor Software combines ease of use and a smooth process:

  • Configuration
    Configuration of strategies and investment restrictions and definition of data formats (input and output)
  • Data supply
    Export of customer portfolios from the Portfolio Management System
  • Recommendation
    Import to the Advisor Software and generate optimization proposals
  • Realization of proposals
    Providing proposals to the consultant for discussion with the client

Calculation of risk values

A sound strategy is fundamental for reaching the individual pension objective. With our financial planning software, you profit from a straightforward procedure:

  • Construction, risk metrics and portfolio construction within one tool
  • Before/after analysis of risk factors and expected returns
  • Real-time and interactive functions

Further benefits of our advisor software:

Quick portfolio rebalancing

Quick portfolio rebalancing

Reduces the time per advisor from 4 hours to ½ hour for rebalancing a portfolio with investment restrictions.

Increased productivity

Increased productivity

Time savings of 10 weeks per advisor resulting in freeing time in the value of millions.

Reduce risks and violations

Reduce risks and violations

Reduction of investment restriction violations and avoidance of potential reputational risks.

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