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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.

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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How to harness the powers of Open Banking

How PSD2 and Open Banking will change our view and ease of wealth aggregation and how banks can use it to their advantage.

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5 tasks your investment software can't execute

The digitization of the financial industry often progresses only cumbersome. Great successes or changes usually come from the emerging challengers or...

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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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Fincite and ABN AMRO showcase their successful cooperation at Finovate

How will Investment Advice and Portfolio Management in a digital age look like? Based on Fincite.CIOS, ABN AMRO and Fincite have implemented an...
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Fincite and ABN AMRO showcase their successful cooperation at Finovate

How will Investment Advice and Portfolio Management in a digital age look like? Based on Fincite.CIOS, ABN AMRO and Fincite have implemented an...
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3 strategies to transit from (hybrid) robo to automated advice

In the last years over 20 Robo Advisors entered the European Market. Most of them, with purely digital advice based on investment algorithms. End of...

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Assets under View – a new KPI in Banking

Did you know that we reached the “Multi Banking Era”? Since this year, the Revised Payment Services Directive (short PSD2) is in place. PSD2 allows...

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Why Trends Matter in Modern Asset Management?

Companies or Trends?

Facebook announced that it’s planning to launch a dating service for its users, and shares of Match.com sell-off around 25% in...

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Europe's lack of Robo Advice infrastructure - why we need to speed up!

Innovation requires Infrastructure

Innovations require infrastructure. Transportation services need streets. Software innovations need devices. Uber...

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