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WealthTech Software from the heart of Frankfurt. Learn more about us.

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Wanna revolutionize the world of digital investments with us? This way!

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All partners at a glance, from custodian banks to software partners.

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Revolutionizing the WealthTech scene together!

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Our offerings range from onboarding to reporting as self-service, assisted or hybrid solution.

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Our Software Solutions for your Customer Onboarding as Self Execution, Advisor Guided or Hybrid!

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Whether 100% digital or hybrid with personal advice, our software adapts to your operating model in a modular way.

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From SAA Construction, Advisor Software to Portfolio Management. Our software digitizes your process E2E.

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Transaction Ordering. Contact us for more information.

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From asset aggregation to portfolio analysis with CIOS.Reporting you get all your clients' asset data - prepared in intuitive dashboards.

Build your own Investment Service with us!

Our modular investment software allows financial service providers to realize their unique investment services on our software – empowered by the...

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The world’s first connected investment platform

In a world where “human financial advice” gets more expensive day by day, Fincite empowers retail banks, private banks and insurers to provide...

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CIOS Optimization Engine

The Optimization Engine is our portfolio optimization and rebalancing tool and is part of our investment management software: set clients...

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CIOS Analytical Engine

The Analytical Engine is our tool for building a portfolio health check, MiFID II reporting, or other analysis such as stress testing or customer...

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CIOS Aggregation Engine

The Aggregation Engine is our insights tool for multi banking, PSD II, financial aggregation and open banking

Aggregation is the beginning of the...

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Create individual Investment Reportings

Analytical dashboard with real-time information on all investments – for your clients, relationship, and investment managers! An effective reporting...

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7 Success Factors for a Robo Advisor (+Infograph)

2 years ago, the enthusiasm about Robo Advisor was at its peak. The initial hype was fueled by analyses predicting that the global market for Robo...

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