The world’s first connected Investment Software

Supporting a variety of Digital Journeys, co-created with our customers, Fincite CIOS creates an unified view on the financials of retail and private 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.

Digital Journeys

A Selection of Solutions our clients build based on our Technology

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Connect customer Cash and Portfolio Accounts from different banks, real estate, pensions and other assets with market data to create one holistic view.
Analyze the customer's financial situation to derive their next best action.
Create the right portfolio (stocks, bonds, alternatives, real estate, insurances and many more) depending on the investment intelligence of the bank.

Our Software is built to integrate into our clients Architecture

Application Integration

Retirement Planning: Tomorrow always in sight

CORE.CONNECT: EXPERIENCE YOUR CUSTOMER 360°

CORE.ANALYZE: PERSONAL FINANCE MEETS PORTFOLIO MGMT.

CORE.MANAGE: OPTIMIZING & MANAGING PORTFOLIO

FROM INTEGRATED TO STANDALONE: YOU DECIDE THE SETUP

SHAPE YOUR SOLUTION DUE TO YOUR STANDARDS

START SMALL AND BE FAST

Thanks to our modular architecture and flexible pricing, you can buy the full suite or start with a single feature embedded into your today’s architecture within a few weeks!

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