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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.

Why Trends Matter in Modern Asset Management?
Uncategorized

Why Trends Matter in Modern Asset Management?

  Companies or Trends? Facebook announced that it’s planning to launch a dating service for its users, and shares of Match.com sell-off around 25% in intraday trading. Are markets over-reacting, or are there long-term trends that investors need to be aware of while investing? Imagine a child born in 2000....
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Assets under View – a new KPI in Banking
Uncategorized

Assets under View – a new KPI in Banking

Did you know that we reached the “Multi Banking Era”? Since this year, the Revised Payment Services Directive (short PSD2) is in place. PSD2 allows Banks, Fintechs and other players to get current account data and do transactions on their client’s behalf. There are two ways banks are approaching this:...
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