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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.

- Whitepaper -

Hybrid Robo Advisor

Fincite-Solutions_Hybrid-Robo-Advisor

 

Excite your clients & increase your AuM

With our hybrid Robo Advisor, we support financial institutions to overcome the challenge of combining digital and personal advice. Easy to adapt to your current IT infrastructure and of course compliant.

Our hybrid onboarding process includes profiling, goal setting, and portfolio option determination.

Advise your clients in an automated and individualized way and strengthen your advisors!

Download now our Hybrid Robo Advice presentation [free] and learn more about:

  • Profiling (MiFID II)

  • Objectives & Restrictions

  • Portfolio construction

Customer testimonial about our Robo Advisor 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 a great customer experience.
Testimonial, Iven Kurz, CEO Evergreen
Iven Kurz
CEO Evergreen