Der EVERGREEN-Finanzplanungsservice ist eine B2C-Komplettlösung für Personen, die nach einer Finanz- und Investmentplanung suchen.Die Backend-Logiken für Berechnung und Datenhaltung basieren auf Fincite:CIOS. Konkret werden so zwei Hauptanwendungen gesteuert: Ergebnisse für das Vermögens- und Risikomanagement zu liefern und Berechnung des Risikoprofil der Benutzer
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“We are glad to have the tech experts from Fincite as our partner”
“The collaboration with Fincite will enables us to make our investment research services directly available to our partners, especially from the perspective of Bank für Vermögen AG, in client advisory services, but also in individual portfolio construction.”
“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!”
“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.”
“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.”
“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.”
”OWNLY and Fincite share the vision of a digital private bank and family office. This led to fruitful exchanges about future services and features.”
”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.”
”The combination of extensive experience in the financial sector with a fresh innovative approach and dedication makes Fincite the perfect partner for us.”
”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.”