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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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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.

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Digital Customer Onboarding

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Win New Customers & Increase Your Assets

Onboarding processes via digital tools elevate financial institutions. It is anticipated that over 50% of financial advisors and wealth managers will benefit immensely from the technological advances in the next 3 years.

Having the proper technological tool helps boost the performance of these professions by almost 20% in asset growth and revenue. Our Onboarding Solution, not only allows increasing the performance of your institution and improve the customer experience but it also offers personalized questionnaires and specific risk profiles.

Download our digital onboarding presentation now [for free] including:

  • KYC (Know Your Customer)
  • Online Account Opening
  • Identification

Download Customer 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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What Our Customer Says About Our Digital On-Boarding Solution:

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 great customer experience.
Testimonial, Iven Kurz, CEO Evergreen
Iven Kurz
CEO Evergreen