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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.

What's New?

Fintech Blog for Digital Investments, Fintech Software, WealthTech and Fincite company updates.

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...

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Excite customers with customer-centric digital banking solutions

Increase simplicity for the advisor and the client by efficiently managing complexity in the backend!

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Kundenzentriert arbeiten & für Digitale Banking Lösungen begeistern

Erhöhen Sie die Benutzerfreundlichkeit für Kunden und Berater durch Verlagerung der Komplexität für den Kunden in den Hintergrund.

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How technology  improves  the client-advisor relationship

The relationship between financial advisors and their clients is builton trust.The levels ofthis trust and reliabilityareoften formed over an...

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Financial Advice 2.0: Inventing super-human advisors

In a world where technology is ever-changing and regulationsever-increasing, human advice is costly, ineffective, and risky. Robo-Adviceon the...

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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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