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Screens of Fincite CIOS software showcasing portfolio overview, ESG sustainability score, and performance analytics, displayed on various devices.

Fincite GmbH
Franklinstr. 52
60486 Frankfurt

Fintech
Germany Award

2024

Wealth Management/
Financial Planning

Private banks – Wealth Management Software

Universal Banks – Advisor Management Software

Family Offices – Wealth Management Software

Financial Advisor –
digital Wealth Management

Savings and Cooperative Banks – Investment advice of tomorrow

Broker Pools – holistic investment advice

Modular Wealth
Management Software

Modular Onboarding

Holistic wealth planning

Digital asset management

E2E digital ordering

Investment Reporting

Features Fincite CIOS

Portfolio Finder

Strategic
Asset Allocation

MiFID II compliant

Wealth Forecast

Investment goals

Wealth Management

Portfolio Analysis

Investment Reporting

About us

About Fincite

Career

Our partners

WealthTech Connect

WealthTech Radar

CIOS Keynote

© 2024 Fincite GmbH. All rights reserved.

Imprint & Data Protection

Career

Blog

Follow us on:

LinkedIn Icon
YouTube Icon

Fincite GmbH
Franklinstr. 52
60486 Frankfurt

Fintech
Germany Award

2024

Wealth Management/
Financial Planning

Private Banks – Wealth Management Software

Universal Banks – Advisor Management Software

Family Offices – Wealth Management Software

Financial Advisor –
digital Wealth Management

Savings and Cooperative Banks – Investment advice of tomorrow

Broker Pools – holistic investment advice

Modular Wealth
Management Software

Modular Onboarding

Holistic wealth planning

Digital asset management

E2E digital ordering

Investment Reporting

Features Fincite CIOS

Portfolio Finder

Strategic
Asset Allocation

MiFID II compliant

Wealth Forecast

Investment goals

Wealth Management

Portfolio Analysis

Investment Reporting

About us

About Fincite

Career

Our partners

WealthTech Connect

WealthTech Radar

CIOS Keynote

© 2024 Fincite GmbH. All rights reserved.

Imprint & Data Protection

Career

Blog

Follow us on:

LinkedIn Icon
YouTube Icon

Fincite GmbH
Franklinstr. 52
60486 Frankfurt

Fintech
Germany Award

2024

Wealth Management/
Financial Planning

Private Banks – Wealth Management Software

Universal Banks – Advisor Management Software

Family Offices – Wealth Management Software

Financial Advisor –
digital Wealth Management

Savings and Cooperative Banks – Investment advice of tomorrow

Broker Pools – holistic investment advice

Modular Wealth
Management Software

Modular Onboarding

Holistic wealth planning

Digital asset management

E2E digital ordering

Investment Reporting

Features Fincite CIOS

Portfolio Finder

Strategic
Asset Allocation

MiFID II compliant

Wealth Forecast

Investment goals

Wealth Management

Portfolio Analysis

Investment Reporting

About us

About Fincite

Career

Our partners

WealthTech Connect

WealthTech Radar

CIOS Keynote

© 2024 Fincite GmbH. All rights reserved.

Imprint & Data Protection

Career

Blog

Follow us on:

LinkedIn Icon
YouTube Icon

Fincite GmbH
Franklinstr. 52
60486 Frankfurt

Fintech
Germany Award

2024

Wealth Management/
Financial Planning

Private Banks – Wealth Management Software

Universal Banks – Advisor Management Software

Family Offices - Wealth Management Software

Financial Advisor –
digital Wealth Management

Savings and Cooperative Banks – Investment advice of tomorrow

Broker Pools – holistic investment advice

Modular Wealth
Management Software

Modular Onboarding

Holistic wealth planning

Digital asset management

E2E digital ordering

Investment Reporting

Features Fincite CIOS

Portfolio Finder

Strategic
Asset Allocation

MiFID II compliant

Wealth Forecast

Investment goals

Wealth Management

Portfolio Analysis

Investment Reporting

About us

About Fincite

Career

Our partners

WealthTech Connect

WealthTech Radar

CIOS Keynote

© 2024 Fincite GmbH. All rights reserved.

Imprint & Data Protection

Career

Blog

Follow us on:

LinkedIn Icon
YouTube Icon

Product

Clients

About us

Knowledge Hub

Contact

Test for free

Product

Clients

About us

Knowledge Hub

Contact

Test for free

Product

Clients

About us

Knowledge Hub

Onboarding

Watch the Onboarding Tutorial

Contact

Test for free

Product

Clients

About us

Knowledge Hub

Onboarding

Watch the Onboarding Tutorial

Contact

Test for free

Product

Clients

About us

Knowledge Hub

Onboarding

Watch the Onboarding Tutorial

Contact

Test for free