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Team of financial advisors using digital wealth management software solution

Knowledge

In an increasingly digital world, wealth management is also changing.

Rocio de Kment

March 26, 2025

Team of financial advisors using digital wealth management software solution
Christian Hanke and Adrian Bregy present seamless integration for smarter wealth management with Fincite

Product

In a digitalized world, banks face the challenge

Knowledge Lab

March 13, 2025

Christian Hanke and Adrian Bregy present seamless integration for smarter wealth management with Fincite
Dennis Ritter from Fincite outlines the top 3 challenges in holistic wealth advisory for retail advisors

Knowledge

The Role of Investment Advisors in Retail Banking has Changed Significantly in Recent Years.

Dennis Ritter

February 17, 2025

Dennis Ritter from Fincite outlines the top 3 challenges in holistic wealth advisory for retail advisors
Fincite CIOS Wealth Management Software – The leading solution for financial institutions for automated asset management, portfolio optimization, and regulatory compliance. Integrated ESG analysis and AI-driven financial planning for banks and asset managers.

Knowledge

Financial Software Optimizes Strategies, Automates Workflows, and Delivers Data-Driven Insights.

Rocio de Kment

February 6, 2025

Fincite CIOS Wealth Management Software – The leading solution for financial institutions for automated asset management, portfolio optimization, and regulatory compliance. Integrated ESG analysis and AI-driven financial planning for banks and asset managers.
Ralf Heim, co-founder and CEO of Fincite, with a quote: 'The future is not just about technology, but about better experiences,' featured in an article about the top 10 wealth management trends for 2025.

Knowledge

In 2025, we are not considering change, but the constant – for constancy provides valuable insights.

Ralf Home

January 7, 2025

Ralf Heim, co-founder and CEO of Fincite, with a quote: 'The future is not just about technology, but about better experiences,' featured in an article about the top 10 wealth management trends for 2025.
Handwritten Gen Z note pinned on wall representing the new generation of digital-first investors

Knowledge

Generation Z thinks very Differently about Investments Compared to Previous Generations.

Christian Terpe

October 25, 2024

Handwritten Gen Z note pinned on wall representing the new generation of digital-first investors
Blog article banner titled 'Customer Engagement in Wealth Management' featuring a photo of Christian Hanke from Fincite, with six hacks to enhance customer interaction in wealth management.

Knowledge

Studies show that people use their smartphones for 3.5 hours, but banking apps are used only briefly and rarely.

Christian Hanke

August 5, 2024

Blog article banner titled 'Customer Engagement in Wealth Management' featuring a photo of Christian Hanke from Fincite, with six hacks to enhance customer interaction in wealth management.
Blog article banner titled '7 Pitfalls in WealthTech Projects' featuring a photo of Tanmay Banavalikar, Product Owner at Fincite, discussing common challenges in implementing WealthTech solutions.

Knowledge

Digital transformation in the financial sector requires planning to avoid unexpected hurdles and mistakes.

Tanmay Banavalikar

March 25, 2024

Blog article banner titled '7 Pitfalls in WealthTech Projects' featuring a photo of Tanmay Banavalikar, Product Owner at Fincite, discussing common challenges in implementing WealthTech solutions.
fincite • cios Dashboard, investment reporting, diagrams and real-time analyses, including mobile and desktop view, efficiency & transparency for your finances

Product

Good investment reporting creates transparency, increases security & opens up new sales opportunities.

Rocio de Kment

February 20, 2024

fincite • cios Dashboard, investment reporting, diagrams and real-time analyses, including mobile and desktop view, efficiency & transparency for your finances

All

Knowledge

Product

News | PR

Team of financial advisors using digital wealth management software solution

Knowledge

In an increasingly digital world, wealth management is also changing.

Rocio de Kment

March 26, 2025

Team of financial advisors using digital wealth management software solution
Christian Hanke and Adrian Bregy present seamless integration for smarter wealth management with Fincite

Product

In a digitalized world, banks face the challenge

Knowledge Lab

March 13, 2025

Christian Hanke and Adrian Bregy present seamless integration for smarter wealth management with Fincite
Dennis Ritter from Fincite outlines the top 3 challenges in holistic wealth advisory for retail advisors

Knowledge

The Role of Investment Advisors in Retail Banking has Changed Significantly in Recent Years.

Dennis Ritter

February 17, 2025

Dennis Ritter from Fincite outlines the top 3 challenges in holistic wealth advisory for retail advisors
Fincite CIOS Wealth Management Software – The leading solution for financial institutions for automated asset management, portfolio optimization, and regulatory compliance. Integrated ESG analysis and AI-driven financial planning for banks and asset managers.

Knowledge

Financial Software Optimizes Strategies, Automates Workflows, and Delivers Data-Driven Insights.

Rocio de Kment

February 6, 2025

Fincite CIOS Wealth Management Software – The leading solution for financial institutions for automated asset management, portfolio optimization, and regulatory compliance. Integrated ESG analysis and AI-driven financial planning for banks and asset managers.
Ralf Heim, co-founder and CEO of Fincite, with a quote: 'The future is not just about technology, but about better experiences,' featured in an article about the top 10 wealth management trends for 2025.

Knowledge

In 2025, we are not considering change, but the constant – for constancy provides valuable insights.

Ralf Home

January 7, 2025

Ralf Heim, co-founder and CEO of Fincite, with a quote: 'The future is not just about technology, but about better experiences,' featured in an article about the top 10 wealth management trends for 2025.
Handwritten Gen Z note pinned on wall representing the new generation of digital-first investors

Knowledge

Generation Z thinks very Differently about Investments Compared to Previous Generations.

Christian Terpe

October 25, 2024

Handwritten Gen Z note pinned on wall representing the new generation of digital-first investors
Blog article banner titled 'Customer Engagement in Wealth Management' featuring a photo of Christian Hanke from Fincite, with six hacks to enhance customer interaction in wealth management.

Knowledge

Studies show that people use their smartphones for 3.5 hours, but banking apps are used only briefly and rarely.

Christian Hanke

August 5, 2024

Blog article banner titled 'Customer Engagement in Wealth Management' featuring a photo of Christian Hanke from Fincite, with six hacks to enhance customer interaction in wealth management.
Blog article banner titled '7 Pitfalls in WealthTech Projects' featuring a photo of Tanmay Banavalikar, Product Owner at Fincite, discussing common challenges in implementing WealthTech solutions.

Knowledge

Digital transformation in the financial sector requires planning to avoid unexpected hurdles and mistakes.

Tanmay Banavalikar

March 25, 2024

Blog article banner titled '7 Pitfalls in WealthTech Projects' featuring a photo of Tanmay Banavalikar, Product Owner at Fincite, discussing common challenges in implementing WealthTech solutions.
fincite • cios Dashboard, investment reporting, diagrams and real-time analyses, including mobile and desktop view, efficiency & transparency for your finances

Product

Good investment reporting creates transparency, increases security & opens up new sales opportunities.

Rocio de Kment

February 20, 2024

fincite • cios Dashboard, investment reporting, diagrams and real-time analyses, including mobile and desktop view, efficiency & transparency for your finances

All

Knowledge

Product

News | PR

Team of financial advisors using digital wealth management software solution

Knowledge

In an increasingly digital world, wealth management is also changing.

Rocio de Kment

March 26, 2025

Team of financial advisors using digital wealth management software solution
Christian Hanke and Adrian Bregy present seamless integration for smarter wealth management with Fincite

Product

In a digitalized world, banks face the challenge

Knowledge Lab

March 13, 2025

Christian Hanke and Adrian Bregy present seamless integration for smarter wealth management with Fincite
Dennis Ritter from Fincite outlines the top 3 challenges in holistic wealth advisory for retail advisors

Knowledge

The Role of Investment Advisors in Retail Banking has Changed Significantly in Recent Years.

Dennis Ritter

February 17, 2025

Dennis Ritter from Fincite outlines the top 3 challenges in holistic wealth advisory for retail advisors
Fincite CIOS Wealth Management Software – The leading solution for financial institutions for automated asset management, portfolio optimization, and regulatory compliance. Integrated ESG analysis and AI-driven financial planning for banks and asset managers.

Knowledge

Financial Software Optimizes Strategies, Automates Workflows, and Delivers Data-Driven Insights.

Rocio de Kment

February 6, 2025

Fincite CIOS Wealth Management Software – The leading solution for financial institutions for automated asset management, portfolio optimization, and regulatory compliance. Integrated ESG analysis and AI-driven financial planning for banks and asset managers.
Ralf Heim, co-founder and CEO of Fincite, with a quote: 'The future is not just about technology, but about better experiences,' featured in an article about the top 10 wealth management trends for 2025.

Knowledge

In 2025, we are not considering change, but the constant – for constancy provides valuable insights.

Ralf Home

January 7, 2025

Ralf Heim, co-founder and CEO of Fincite, with a quote: 'The future is not just about technology, but about better experiences,' featured in an article about the top 10 wealth management trends for 2025.
Handwritten Gen Z note pinned on wall representing the new generation of digital-first investors

Knowledge

Generation Z thinks very Differently about Investments Compared to Previous Generations.

Christian Terpe

October 25, 2024

Handwritten Gen Z note pinned on wall representing the new generation of digital-first investors
Blog article banner titled 'Customer Engagement in Wealth Management' featuring a photo of Christian Hanke from Fincite, with six hacks to enhance customer interaction in wealth management.

Knowledge

Studies show that people use their smartphones for 3.5 hours, but banking apps are used only briefly and rarely.

Christian Hanke

August 5, 2024

Blog article banner titled 'Customer Engagement in Wealth Management' featuring a photo of Christian Hanke from Fincite, with six hacks to enhance customer interaction in wealth management.
Blog article banner titled '7 Pitfalls in WealthTech Projects' featuring a photo of Tanmay Banavalikar, Product Owner at Fincite, discussing common challenges in implementing WealthTech solutions.

Knowledge

Digital transformation in the financial sector requires planning to avoid unexpected hurdles and mistakes.

Tanmay Banavalikar

March 25, 2024

Blog article banner titled '7 Pitfalls in WealthTech Projects' featuring a photo of Tanmay Banavalikar, Product Owner at Fincite, discussing common challenges in implementing WealthTech solutions.
fincite • cios Dashboard, investment reporting, diagrams and real-time analyses, including mobile and desktop view, efficiency & transparency for your finances

Product

Good investment reporting creates transparency, increases security & opens up new sales opportunities.

Rocio de Kment

February 20, 2024

fincite • cios Dashboard, investment reporting, diagrams and real-time analyses, including mobile and desktop view, efficiency & transparency for your finances

All

Knowledge

Product

News | PR

Team of financial advisors using digital wealth management software solution

Knowledge

In an increasingly digital world, wealth management is also changing.

Rocio de Kment

March 26, 2025

Team of financial advisors using digital wealth management software solution
Christian Hanke and Adrian Bregy present seamless integration for smarter wealth management with Fincite

Product

In a digitalized world, banks face the challenge

Knowledge Lab

March 13, 2025

Christian Hanke and Adrian Bregy present seamless integration for smarter wealth management with Fincite
Dennis Ritter from Fincite outlines the top 3 challenges in holistic wealth advisory for retail advisors

Knowledge

The Role of Investment Advisors in Retail Banking has Changed Significantly in Recent Years.

Dennis Ritter

February 17, 2025

Dennis Ritter from Fincite outlines the top 3 challenges in holistic wealth advisory for retail advisors
Fincite CIOS Wealth Management Software – The leading solution for financial institutions for automated asset management, portfolio optimization, and regulatory compliance. Integrated ESG analysis and AI-driven financial planning for banks and asset managers.

Knowledge

Financial Software Optimizes Strategies, Automates Workflows, and Delivers Data-Driven Insights.

Rocio de Kment

February 6, 2025

Fincite CIOS Wealth Management Software – The leading solution for financial institutions for automated asset management, portfolio optimization, and regulatory compliance. Integrated ESG analysis and AI-driven financial planning for banks and asset managers.
Ralf Heim, co-founder and CEO of Fincite, with a quote: 'The future is not just about technology, but about better experiences,' featured in an article about the top 10 wealth management trends for 2025.

Knowledge

In 2025, we are not considering change, but the constant – for constancy provides valuable insights.

Ralf Home

January 7, 2025

Ralf Heim, co-founder and CEO of Fincite, with a quote: 'The future is not just about technology, but about better experiences,' featured in an article about the top 10 wealth management trends for 2025.
Handwritten Gen Z note pinned on wall representing the new generation of digital-first investors

Knowledge

Generation Z thinks very Differently about Investments Compared to Previous Generations.

Christian Terpe

October 25, 2024

Handwritten Gen Z note pinned on wall representing the new generation of digital-first investors
Blog article banner titled 'Customer Engagement in Wealth Management' featuring a photo of Christian Hanke from Fincite, with six hacks to enhance customer interaction in wealth management.

Knowledge

Studies show that people use their smartphones for 3.5 hours, but banking apps are used only briefly and rarely.

Christian Hanke

August 5, 2024

Blog article banner titled 'Customer Engagement in Wealth Management' featuring a photo of Christian Hanke from Fincite, with six hacks to enhance customer interaction in wealth management.
Blog article banner titled '7 Pitfalls in WealthTech Projects' featuring a photo of Tanmay Banavalikar, Product Owner at Fincite, discussing common challenges in implementing WealthTech solutions.

Knowledge

Digital transformation in the financial sector requires planning to avoid unexpected hurdles and mistakes.

Tanmay Banavalikar

March 25, 2024

Blog article banner titled '7 Pitfalls in WealthTech Projects' featuring a photo of Tanmay Banavalikar, Product Owner at Fincite, discussing common challenges in implementing WealthTech solutions.
fincite • cios Dashboard, investment reporting, diagrams and real-time analyses, including mobile and desktop view, efficiency & transparency for your finances

Product

Good investment reporting creates transparency, increases security & opens up new sales opportunities.

Rocio de Kment

February 20, 2024

fincite • cios Dashboard, investment reporting, diagrams and real-time analyses, including mobile and desktop view, efficiency & transparency for your finances

All

Knowledge

Product

PR

Team of financial advisors using digital wealth management software solution

In an increasingly digital world, wealth management is also changing.

Rocio de Kment

March 26, 2025

Team of financial advisors using digital wealth management software solution

Knowledge

Christian Hanke and Adrian Bregy present seamless integration for smarter wealth management with Fincite

In a digitalized world, banks face the challenge

Knowledge Lab

March 13, 2025

Christian Hanke and Adrian Bregy present seamless integration for smarter wealth management with Fincite

Product

Dennis Ritter from Fincite outlines the top 3 challenges in holistic wealth advisory for retail advisors

The Role of Investment Advisors in Retail Banking has Changed Significantly in Recent Years.

Dennis Ritter

February 17, 2025

Dennis Ritter from Fincite outlines the top 3 challenges in holistic wealth advisory for retail advisors

Knowledge

Fincite CIOS Wealth Management Software – The leading solution for financial institutions for automated asset management, portfolio optimization, and regulatory compliance. Integrated ESG analysis and AI-driven financial planning for banks and asset managers.

Financial Software Optimizes Strategies, Automates Workflows, and Delivers Data-Driven Insights.

Rocio de Kment

February 6, 2025

Fincite CIOS Wealth Management Software – The leading solution for financial institutions for automated asset management, portfolio optimization, and regulatory compliance. Integrated ESG analysis and AI-driven financial planning for banks and asset managers.

Knowledge

Ralf Heim, co-founder and CEO of Fincite, with a quote: 'The future is not just about technology, but about better experiences,' featured in an article about the top 10 wealth management trends for 2025.

In 2025, we are not considering change, but the constant – for constancy provides valuable insights.

Ralf Home

January 7, 2025

Ralf Heim, co-founder and CEO of Fincite, with a quote: 'The future is not just about technology, but about better experiences,' featured in an article about the top 10 wealth management trends for 2025.

Knowledge

Handwritten Gen Z note pinned on wall representing the new generation of digital-first investors

Generation Z thinks very Differently about Investments Compared to Previous Generations.

Christian Terpe

October 25, 2024

Handwritten Gen Z note pinned on wall representing the new generation of digital-first investors

Knowledge

Blog article banner titled 'Customer Engagement in Wealth Management' featuring a photo of Christian Hanke from Fincite, with six hacks to enhance customer interaction in wealth management.

Studies show that people use their smartphones for 3.5 hours, but banking apps are used only briefly and rarely.

Christian Hanke

August 5, 2024

Blog article banner titled 'Customer Engagement in Wealth Management' featuring a photo of Christian Hanke from Fincite, with six hacks to enhance customer interaction in wealth management.

Knowledge

Blog article banner titled '7 Pitfalls in WealthTech Projects' featuring a photo of Tanmay Banavalikar, Product Owner at Fincite, discussing common challenges in implementing WealthTech solutions.

Digital transformation in the financial sector requires planning to avoid unexpected hurdles and mistakes.

Tanmay Banavalikar

March 25, 2024

Blog article banner titled '7 Pitfalls in WealthTech Projects' featuring a photo of Tanmay Banavalikar, Product Owner at Fincite, discussing common challenges in implementing WealthTech solutions.

Knowledge

fincite • cios Dashboard, investment reporting, diagrams and real-time analyses, including mobile and desktop view, efficiency & transparency for your finances

Good investment reporting creates transparency, increases security & opens up new sales opportunities.

Rocio de Kment

February 20, 2024

fincite • cios Dashboard, investment reporting, diagrams and real-time analyses, including mobile and desktop view, efficiency & transparency for your finances

Product

Blog article banner titled 'AI as Co-Pilot for Wealth Advisors' featuring a cute humanoid robot symbolizing the integration of artificial intelligence into financial advisory services.

AI is Revolutionising Wealth Management, Automating Tasks and Helping Advisors to Work more Efficiently.

Christian Paulus

January 23, 2024

Blog article banner titled 'AI as Co-Pilot for Wealth Advisors' featuring a cute humanoid robot symbolizing the integration of artificial intelligence into financial advisory services.

Product

Lars Busch from Hauck Aufhäuser Lampe on the partnership with Fincite for digital advisory support.

Hauck Aufhäuser Lampe & Fincite announce the joint project of the 'Client Suite'.

Christian Paulus

November 20, 2023

Lars Busch from Hauck Aufhäuser Lampe on the partnership with Fincite for digital advisory support.

PR

MiFID II Simply Explained – regulation and investor protection. Depiction of two stylized figures and a gavel as a symbol of financial market regulation and investor protection. Fincite Harvest Group logo in the corner, modern colors and design.

The financial crisis of 2008 brought reforms, including the introduction of the MiFID II directive.

Rocio de Kment

August 7, 2023

MiFID II Simply Explained – regulation and investor protection. Depiction of two stylized figures and a gavel as a symbol of financial market regulation and investor protection. Fincite Harvest Group logo in the corner, modern colors and design.

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