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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.

KBC spin-off everyoneINVESTED and German Fintech Fincite partner to digitize investing.
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KBC spin-off everyoneINVESTED and German Fintech Fincite partner to digitize investing.

  Digital add-ons to be launched in European markets to improve the efficiency of end-to-end digital investment processes of financial service providers. - Leveraging technology to go beyond the status quo - Address the main obstacle of investors: the fear of loss - Strong partnership: Fincite provides technology & everyoneINVESTED...
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How to win clients for digital banking solutions: put the client’s interests first!
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How to win clients for digital banking solutions: put the client’s interests first!

Increase simplicity for the advisor and the client by efficiently managing complexity in the backend!  We live in an overwhelming world, especially so for banking clients. Every day new apps and opportunities advise on how to invest your money or on how to improve your finances. Despite all that, financial education is still at a low point and...
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