Increase your customer engagement with Customer-Centric Reporting
Within the financial industry there are two major statements you might have heard before: “Financial products are sold, not bought” and “When the...
Our Software Solutions for your Customer Onboarding as Self Execution, Advisor Guided or Hybrid!
Whether 100% digital or hybrid with personal advice, our software adapts to your operating model in a modular way.
From SAA Construction, Advisor Software to Portfolio Management. Our software digitizes your process E2E.
Transaction Ordering. Contact us for more information.
From asset aggregation to portfolio analysis with CIOS.Reporting you get all your clients' asset data - prepared in intuitive dashboards.
Within the financial industry there are two major statements you might have heard before: “Financial products are sold, not bought” and “When the...
Increase simplicity for the advisor and the client by efficiently managing complexity in the backend!
Erhöhen Sie die Benutzerfreundlichkeit für Kunden und Berater durch Verlagerung der Komplexität für den Kunden in den Hintergrund.
The relationship between financial advisors and their clients is builton trust.The levels ofthis trust and reliabilityareoften formed over an...
In a world where technology is ever-changing and regulationsever-increasing, human advice is costly, ineffective, and risky. Robo-Advice, on the...
Our modular investment software allows financial service providers to realize their unique investment services on our software – empowered by the...
In a world where “human financial advice” gets more expensive day by day, Fincite empowers retail banks, private banks and insurers to provide...
The Optimization Engine is our portfolio optimization and rebalancing tool and is part of our investment management software: set clients...
The Analytical Engine is our tool for building a portfolio health check, MiFID II reporting, or other analysis such as stress testing or customer...
The Aggregation Engine is our insights tool for multi banking, PSD II, financial aggregation and open banking
Aggregation is the beginning of the...