The world’s first connected wealth management software
In a world where “human financial advice” gets more expensive day by day, Fincite empowers retail banks, private banks and insurers to provide digital or digitally-empowered (hybrid) investment services to their clients. All this seamlessly integrated into their current processes, channels and architectures via one software – Fincite.CIOS.
Our customers benefit from:
Increased revenue per customer, advisor and portfolio manager
Reduced costs through cutting efforts along the investment value chain
Ensured compliance through automated documentations and rules
Our wealth management software empowers banks, insurers and asset managers to:
Provide holistic advice on all assets of a customer aggregated into a 360° view
See our Aggregation Engine
Generate insights for the customers by analyzing their financials and providing impulses for the advisor
See our Analytical Engine
Automate the construction of individual portfolios matching the preferences, objectives and restrictions of the customer with the investment rules of the bank
See our Optimization Engine
Our software supports the value chain of investments with a lot of functionalities bundled in the CIOS-Suite.
Our solution – Modular wealth management software
Client channel
Sales support/dashboard, wealth aggregation, digital onboarding, client management
Advice
MiFID II check & profiling, retirement planning, Hybrid advice, integrated research
Investment
Portfolio management & analysis, rebalancing, investment restrictions simulation
Servicing
Financial planning, private markets, 360° client view, alternative investments
Reporting
Client reporting, management reporting, performance reporting, risk reporting
Start small and be fast
Thanks to our modular setup, you can start by using single functionalities without implementation. Within only a few weeks, you can connect to our service via API or file transfer in order to explore our software’s features.
1
Proof of Value
Test our application in your processes with your advisors, portfolio managers or test clients
2
Minimum Viable Product
Implement a solution based on CIOS for your individual use case within a few months
3
Implementation
Depending on your architectural environment, we can integrate your Core Banking, CRM, Portfolio Management System or deposit bank
What our customers say about our digital wealth management software:
“Prospery and Fincite have been working together since 2017. Within only a couple of months, Fincite was able to develop a complete portfolio management solution. We would work with them again at any time!”
Andrew Trythall, Product Owner Prospery / Kendu
“Always a pleasure to work together with these absolutely professional experts. the fact that the acting persons are also sympathetic made fincite probably so unique.”
Andre Bajorat, CEO figo
“With our partners of Fincite, we could excite some of our clients. We brought intelligence and Insights directly into the portfolios our clients’ customers, by leveraging Thomson Reuters strong data capabilities with Fincites’ Algorithms.”
Christian Kammler, Sales Manager Refinitiv
“Life Insurers need innovative Products to serve customers digitally. The integrated Robo Advisor from Fincite is an excellent solution, which is actively used by numerous renowned financial institutions. Together with msg life we will now offer new opportunities in advice, customer retention and sales to life insurance.”
Milenko Radic, Geschäftsführer Msg life
“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.”
Iven Kurz, CEO Evergreen
”OWNLY and Fincite share the vision of a digital private bank and family office. This led to fruitful exchanges about future services and features.”
Nicholas Ziegert, CEO W&Z FinTech OWNLY
”Together with Fincite, we have created a new-generation financial analysis tool. Their innovative thinking combined with their strong focus on financial mathematics led to an impressively efficient tool for our clients.”
Sebastian Napiralla, Director Lampe Asset Management
”The combination of extensive experience in the financial sector with a fresh innovative approach and dedication makes Fincite the perfect partner for us.”
Dirk-Jan Schuiten, CEO Prospery
”With Fincite.CIOS, we can manage complex portfolios automatically. This strengthens the efficiency of our consultants and helps them focus on the essentials: the customer.”