Skip to the main content.
Icon About usAbout us

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

Icon CareerCareer

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

CIOS.Reporting Logo

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

Icon OnboardingOnboarding

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

Icon AdviceAdvice

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

Icon InvestmentInvestment

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

Icon OrderingOrdering

Transaction Ordering. Contact us for more information.

Icon ReportingReporting

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

Modulare Customer Onboarding Software

Self-Execution or Advisor-Guided

Delight your customers and advisors with a paperless, fast and easy implementation of the legally required KYC process. When completed, our software enables digital account opening through connected custodian banks.

More about Onboarding

Onboarding Software, Wealthtech, Wealthmanagement, Fintech

Key Features our Customer Onboarding Software

fast onboarding, Fincite, WealthTech, Wealth Management

From the first click to the account opening in max. 9 minutes!

high conversion rate, Fincite, WealthTech, Wealth Management

High conversion rate thanks to "Happy Moments Approach"

onboarding, Fincite, WealthTech, Wealth Management

Also available as hybrid version (on- and offline)

2 Options for your Onboarding Process:

Self-Execution Onboarding

100% digital account opening & flexible questionnaire

self guided onboarding, Fincite, WealthTech, Wealth Management

Automated risk profiling
Our software does the risk profiling for you - without paperwork
 
KYC process
Easily capture key customer information, such as: Contact details, tax information, identity verification or political exposure.
 
E-Signature & Contract
Completion Online signing and contracting with your customers, including account opening
 
Workflow for data distribution
Transfer of customer profile to custodian banks and CRM systems

Advisor-Guided Onboarding

Guide your customers through your individual onboarding process

advisor guieded onboarding, Fincite, WealthTech, Wealth Management

Risk profiling
MiFID-2 questionnaire that combines your clients' experience with product offerings
 
KYC process
Questionnaire on the mandatory onboarding and KYC processes incl. opening of a digital account by connected custodian banks
 
Your advisory process
Individualized process thanks to existing custodian bank connections and digital signature
 
Easy IT integration thanks to SaaS
As a turnkey frontend & backend product via Rest APIs
Get personal offer
 

Self-Execution Onboarding Process

Easy questionnaire
The onboarding process for digital challengers is designed specifically for end users - easy to understand and short enough for your customers to complete.
 
Status tracking
Your customer always keeps track of the current process step - and knows at any time what needs to be done and what step comes next.
 
Risk visualisation
Thanks to our gamification approach, it has never been easier to show your customers their personal risk.
 

Get personal offer

downloadSelf-Guided Onboarding Prozess, WealthTech, Fintech, Wealthmanagement
 

Advisor-Guided Onboarding Prozess

Knowledge and experience
Request "knowledge and experience" with an easy-to-understand onboarding questionnaire.
 
Onboarding of bank accounts via PSD2
Include your clients' demand deposits and reference accounts for future deductions as part of the onboarding process.
 
Investment reporting
Automatic summary of investment recommendation to your clients.
 
Get personal offer
Self-Guided Onboarding Prozess, WealthTech, Fintech, Wealthmanagement

Benefits our Customer Onboarding Software

UX/ UI design, Fincite, WealthTech, Wealth Management
Best-in-Class UX/ UI
 
 
 
paperless, Fincite, WealthTech, Wealth Management
Paper-less
high conversion rate, Fincite, WealthTech, Wealth Management
High Conversion Rate

SaaS integration, Fincite, WealthTech, Wealth Management 

SaaS connection
Individual KYC questionnaire, Fincite, WealthTech, Wealth Management
Individual KYC questionnaire
MiFiD2 -compliant risk profiling, Fincite, WealthTech, Wealth Management
MiFID 2-compliant risk profiling
Digital Account opening, Fincite, WealthTech, Wealth Management
Digital account opening

Identification provider, Fincite, WealthTech, Wealth Management 

Choose your identification provider

Download the Fincite Customer Onboarding Presentation-Jul-20-2022-09-12-58-14-AM

 

Our client's opinions:

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