Holistic 360° overview about your client’s wealth: Aggregation and analysis of investment portfolios.
Our asset allocation tool provides you with a 360° view of your customer’s entire assets:
- Connecting cash and securities accounts via FinTS/HBCI/Screen Scraping
- One central view on customer’s whole wealth – from portfolios to real estate
- Adding real estate with direct value feedback
- Integration of further values such as resources, life insurances and pensions
- Direct recommendations to customer’s wealth
Benefits of our Financial Home / Asset 360:
Aggregate your client’s assets
All connections to third-party assets are made available via modern interfaces (REST APIs) or manual input of your clients.
Based on the financial home, algorithms and market data are used to generate insights for the client or advisor.
Embed more assets into your client's overall financial strategy
Whether real estate, private equity, art, jewelry or other investments – our asset allocation tool takes into account numerous values.
Given standard information about the property (size, location etc.) is linked to market data from our partner Sprengnetter. A real time value is being generated.
The software analyses the current market value of the investment, based on real-time data we receive from our partners like refinitiv.
Alternatives and others
Find alternative investments for a more diversified portfolio. Art, cryptocurrency, jewelry and other investments are also taken into account.
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.
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.
We are glad to have the tech experts from Fincite as our partner.
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.
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!
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.
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.
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.
OWNLY and Fincite share the vision of a digital private bank and family office. This led to fruitful exchanges about future services and features.
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.