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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 SaaS investment platform Fincite.CIOS.

From established Banks, Insurers and Asset Managers to new challengers, various customers have built their solutions on our CIOS platform:

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.

How Software Can Close the Retirement Gap
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How Software Can Close the Retirement Gap

  Challenges of an aging society and how we can use technology to win the game  It is one of the most pressing financial concerns for most of us: how do I ensure that my savings are sufficient to maintain my standard of living during retirement?  Yet this concern remains heavily disregarded by most individuals,...
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ESG Investments – An introduction to sustainable investments
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ESG Investments – An introduction to sustainable investments

  ESG Introduction  It is a myth to think that sustainable responsible investing is unrewarding and decreases profits – in fact, it is the opposite. The number of investment funds incorporating ESG factors has been growing rapidly and is expected to continue rising. By the year 2021 more than 92% of Asset...
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