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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!

Icon-Ecosystem FinciteEcosystem

All partners at a glance, from custodian banks to software partners.

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Revolutionizing the WealthTech scene together!

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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.

Modular 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.


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

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.
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.
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
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 Onboarding Presentation

Your WealthTech Experts

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Our Promise:

Get the Case Study directly into your email box.

Discuss your digitization project with our experts. Whether it's customer onboarding, digital or hybrid consultation, ESG or investment reporting.

Personal demo on request.


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