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The best-in-class investment platform!

Lead the change in the financial industry: Build the best investment

advice and management service for your customers with

our composable investment software Fincite.CIOS.

Together with our clients and partners
like established Banks, Insurers, Asset Managers or new Challengers we create innovative Investment Solutions based on our composable Software: Fincite.CIOS

Investment advice on a new level – learn how we have optimized the advice process of ABN AMRO with our software

Fincite Software Alfred ABN Amro

Hybrid robo advice, portfolio analysis or financial home?

We have built various customized software solutions for the digital investment process with our clients from different industries. Find out how you can enhance your business operations and customer experience with the help of our software:

Your Industry

Our Solutions

Hybrid Robo Advisor

Portfolio Health Check

Financial Home Asset 360

Financial Planning

Advisor Software

Our Solutions

Hybrid Robo Advisor

Portfolio Health Check

Financial Home Asset 360

Financial Planning

Advisor Software

Our Solutions

Hybrid Robo Advisor

Portfolio Health Check

Financial Home Asset 360

Financial Planning

Advisor Software

Our Solutions

Hybrid Robo Advisor

Portfolio Health Check

Financial Home Asset 360

Financial Planning

Advisor Software

Fincite.CIOS: our digital investment platform

Fincite.CIOS is the technology behind our solutions such as Hybrid Robo Advice, Advice Engine, Retirement Planning and Portfolio Analysis. With CIOS, we have built the world’s first connected investment software uniting personal finances, advice and portfolio management into one process.

Our software creates an overarching view on the financials of banking clients, runs a smart investment engine to create optimization suggestions and manages entire portfolios keeping the real time financials at all banks in sight.

Fincite.CIOS Screenshot
Fincite screenshot software

Portfolio Health Check: Get a 2nd opinion on your investments

Let your client connect portfolios from 3rd party banks in order to analyze and benchmark the portfolio’s performance, risks, diversification, costs and much more. With our portfolio management software, you can now show recommendations for your client’s portfolio.

As one of Germany’s fastest thriving Fintech companies, we have received prestigious awards for both growth and employee satisfaction.

Fincite Blog

News and trends about digital wealth management and investment.

Fintech 2020 – What You Should Know!
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Fintech 2020 – What You Should Know!

  How will the Fintech year 2020 be? What major events happened in 2019 and still have an impact today? Which new developments can you expect this year? In his evaluation, Ralf Heim, co-founder and managing director of Fincite and Fincite Ventures, provides you with a first overview of the...
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How technology  improves  the client-advisor relationship
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How technology  improves  the client-advisor relationship

The relationship between financial advisors and their clients is built on trust.  The levels of this trust and reliability are often formed over an extended period and sustained by repeating human interactions as well as a solid understanding of the client’s financial (and often private) circumstances.   https://youtu.be/koUOV1btlRI At the same time, the market for financial advice is facing numerous challenges....
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