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Build the Best Investment
Advice and Management Service for Your Customers

with our composable investment software Fincite.CIOS

Fincite.CIOS

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

Case Study Evergreen

Case Study: Creating a Composable Reporting Platform for Clients and Advisors!

With Fincite.CIOS our client BCA offers holistic financial analysis for freelance brokers and its own wealth management department of Bank für Vermögen.

BCA Case Study

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.

Financial Advice 2.0: Inventing super-human advisors
Uncategorized


Financial Advice 2.0: Inventing super-human advisors

In a world where technology is ever-changing and regulations ever-increasing, human advice is costly, ineffective, and risky. Robo-Advice, on the other hand, doesn’t resonate with clients on a personal level. Now, what is there to do? Here the Cyborg, the Hybrid-Advice philosophy enters the scene. A human advisor with tech-supported superpowers.  The best of both worlds: efficiency with a human touch  The problem...
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How Software Can Close the Retirement Gap
Uncategorized


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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