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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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Fincite ESG-Presentation

ESG-Taxonomie

 

All you need to know about ESG taxonomy, regulation, and implementation deadlines

Growing sustainability interest by investors supported by future international regulations will push the Environmental, Social and Governance (ESG) integration from trend to mainstream.

By the year 2021 more than 92% of Asset Owners will implement ESG criteria in their investment screening process. Furthermore, in order to conform to the ambitions of the Paris Climate Agreement and United Nation’s Sustainable Development Goals, upcoming EU-regulations will boost the call for ESG integrated investment strategies and elevate the requirements for financial service companies.

With our ESG investment software, we empower Financial Institutions to offer their clients a comprehensive ESG investment service.

Download our (free) ESG presentation and learn more about:

  • Consumer Behaviour
  • Regulatory Requirements & Timeline
  • ESG Taxonomy
  • Use Cases
  • Fincite ESG Solution