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Contact Us
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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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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.

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!

 

Get in touch

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

3. Our solutions

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