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Build the best Investment
Advice and Management Service for Your Customers

with our composable investment software Fincite.CIOS

Fincite CIOS - Aggregated Portfolio

Fincite Customer On-Boarding

Win New Customers & Increase Your AuM

Fincite Customer On-boarding

Digital Investment Reporting for Clients, Advisors, and Management

Fincite.CIOS enables financial institutions to improve their reporting process and brings also significant cost benefits.

Investment Reporting Overview

Fincite ESG Investment Solutions:
Empowering Sustainable Investments

We empower Financial Institutions to offer their clients a comprehensive ESG investment service.

ESG Questionnaire

Case Study: Building a New Challenger for Financial Planning

Learn how Evergreen builds up its services with our Software Fincite.CIOS

Fincite Partner Evergreen Case Study

Our clients and partners:

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

Fincite Products Alfred

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 Website Aggregated Portfolio

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.

Financial Health – give your customers security and the opportunity for long-term asset accumulation
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Financial Health – give your customers security and the opportunity for long-term asset accumulation

  Financial concerns represented in all age groups Especially in times of crisis, the population's concerns about their own economic situation grow. In the younger generation, it is mainly worries about poverty in old age and about accumulated debts due to consumer behavior or educational costs. The group of 40-65 year-olds is particularly concerned about whether the...
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How a customer-centric reporting can increase your customer engagement.
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How a customer-centric reporting can increase your customer engagement.

Within the financial industry there are two major statements you might have heard before: “Financial products are sold, not bought” and “When the product is sold, the best customer is the one who never calls.” After the deal is made, the focus shifts to the next customer. The customer who...
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