Product
Clients
About us
Knowledge Hub
Onboarding
Watch the Onboarding Tutorial
Product
Clients
About us
Knowledge Hub
Onboarding
Watch the Onboarding Tutorial
Product
Clients
About us
Knowledge Hub
Onboarding
Watch the Onboarding Tutorial
Instant portfolio optimization
Instant portfolio optimization
Instant portfolio optimization
Analyze and structure the client's assets and prepare
your client in the best possible way for their future.
Analyze and structure the client's assets and prepare your client in the best possible way for their future.
Analyse and structure your clients' assets and present them in the best possible way for their future.
Analyze and structure the client's assets and prepare your client in the best possible way for their future.
Individual product and sales recommendations
Individual product and sales recommendations
Individual product and sales recommendations
Individual product and sales recommendations
Customisable model portfolios
Customisable model portfolios
Customisable model portfolios
Customisable model portfolios
Comprehensive optimization methods
Comprehensive optimization methods
Comprehensive optimization methods
Comprehensive optimization methods
Individual investment proposals
Individual investment proposals
Individual investment proposals
Individual investment proposals
Find the optimal investment strategy for your client.
Find the optimal investment strategy for your client.
Find the optimal investment strategy
for your client.
Time saving
Time saving
Time saving
Time saving
Asset optimization
with a few clicks.
Asset optimisation
with just a few clicks.
Transparency
Transparency
Transparency
Transparency
Increase your customer's trust by
Increase your customer's trust
through
The Portfolio Finder brings the customer profile
together with the right strategy.
Individuality
Individuality
Individuality
Individuality
Personalized adaptation to customer needs.
Personalized adaptation to customer needs.
Flexibility
Flexibility
Flexibility
Flexibility
Personal adaptation to customer needs.
Personal adaptation to customer needs.
Personal adaptation to customer needs.
E2E digital asset management
E2E digital asset management
E2E digital asset management
E2E digital asset management
From the portfolio finder to the contract conclusion - everything in one software.
From the portfolio finder to the contract conclusion - everything in one software.
From the portfolio finder to the contract conclusion - everything in one software.
From the portfolio finder to the contract conclusion –
everything in one software.
Portfolio Finder
The Portfolio Finder enables a user-friendly and hybrid consulting experience. Your client thereby receives a quick and better overview of various asset management strategies. With just a few clicks, the most suitable strategy can be found that meets both regulatory requirements and the goals and wishes of your client. Specific strategies can be actively highlighted and prioritized to optimize and streamline product distribution.
Automated regulatory review
Automated document creation
Portfolio Finder
The Portfolio Finder enables a user-friendly and hybrid consulting experience. Your client thereby receives a quick and better overview of various asset management strategies. With just a few clicks, the most suitable strategy can be found that meets both regulatory requirements and the goals and wishes of your client. Specific strategies can be actively highlighted and prioritized to optimize and streamline product distribution.
Automated regulatory review
Automated document creation
Portfolio Finder
The Portfolio Finder enables a user-friendly and hybrid consulting experience. Your client thereby receives a quick and better overview of various asset management strategies. With just a few clicks, the most suitable strategy can be found that meets both regulatory requirements and the goals and wishes of your client. Specific strategies can be actively highlighted and prioritized to optimize and streamline product distribution.
Automated regulatory review
Automated document creation
Portfolio Finder
The Portfolio Finder enables a user-friendly and hybrid consulting experience. Your client thereby receives a quick and better overview of various asset management strategies. With just a few clicks, the most suitable strategy can be found that meets both regulatory requirements and the goals and wishes of your client. Specific strategies can be actively highlighted and prioritized to optimize and streamline product distribution.
Automated regulatory review
Automated document creation
Portfolio Finder
The Portfolio Finder enables a user-friendly and hybrid consulting experience. Your client thereby receives a quick and better overview of various asset management strategies. With just a few clicks, the most suitable strategy can be found that meets both regulatory requirements and the goals and wishes of your client. Specific strategies can be actively highlighted and prioritized to optimize and streamline product distribution.
Automated regulatory review
Automated document creation
What our customers say
Lars Busch
Head of Client
Applications & Tools
Private & Corporate Banking
Hauck Aufhäuser Lampe
With CIOS, we connect previously isolated applications and processes. It is simple and attractive, not overloaded. More Apple than Photoshop.
Hauke Ole Hansen
Head of Business Development
& Direct Sales
Berenberg Privatbank
We have digitised our SAA process with Fincite. The consultants can now adjust portfolios during client meetings!
Roman Schwarze
Board of BCA AG |
Managing Director of BCA Maklerrente and asuro GmbH
BCA
With CIOS, our advisors use modern reporting and individual portfolio construction directly in client discussions.
Nick Joren
Product Owner Digital Investments
ABN AMRO Private Banking
Alfred is the result of the close collaboration between Fincite and ABN Amro. Through efficiency, quality, and expertise, Alfred provides our consultants with the tools to meet the needs of our high-end clients.
What our customers say
Lars Busch
Head of Client
Applications & Tools
Private & Corporate Banking
Hauck Aufhäuser Lampe
With CIOS, we connect previously isolated applications and processes. It is simple and attractive, not overloaded.
More Apple than Photoshop.
Hauke Ole Hansen
Head of Business
Development & Direct Sales
Berenberg Private Bank
We have digitised our SAA process with Fincite. The advisors can now adjust portfolios during client discussions!
Roman Schwarze
Board of BCA AG |
Managing Director of BCA
Brokerage Pension and asuro GmbH
BCA
With CIOS, our advisors utilize modern reporting and individual portfolio construction directly in client conversations.
Nick Joren
Product Owner Digital
Investments
ABN Amro Name
Alfred is the result of the close collaboration between Fincite
and ABN Amro. Through efficiency, quality, and expertise, Alfred provides our advisors with the tool ...
Our clients about us
Lars Busch
Head of Client
Applications & Tools
Private & Corporate Banking
Hauck Aufhäuser Lampe
With CIOS, we connect previously isolated applications and processes. It is simple and attractive, not overloaded.
More Apple than Photoshop.
Hauke Ole Hansen
Head of Business
Development & Direct Sales
Berenberg Private Bank
We have digitised our SAA process with Fincite. The advisors can now adjust portfolios during client discussions!
Roman Schwarze
Board of BCA AG |
Managing Director of BCA
Brokerage Pension and asuro GmbH
BCA
With CIOS, our advisors utilize modern reporting and individual portfolio construction directly in client conversations.
Nick Joren
Product Owner Digital
Investments
ABN Amro Name
Alfred is the result of the close collaboration between Fincite
and ABN Amro. Through efficiency, quality, and expertise, Alfred provides our advisors with the tool ...
What our customers say
Lars Busch
Head of Client
Applications & Tools
Private & Corporate Banking
Hauck Aufhäuser Lampe
With CIOS, we connect previously isolated applications and processes. It is simple and attractive, not overloaded. More Apple than Photoshop.
Hauke Ole Hansen
Head of Business Development
& Direct Sales
Berenberg Privatbank
We have digitised our SAA process with Fincite. The consultants can now adjust portfolios during client meetings!
Roman Schwarze
Board of BCA AG |
Managing Director of BCA Maklerrente and asuro GmbH
BCA
With CIOS, our advisors use modern reporting and individual portfolio construction directly in client discussions.
Nick Joren
Product Owner Digital Investments
ABN AMRO Private Banking
Alfred is the result of the close collaboration between Fincite and ABN Amro. Through efficiency, quality, and expertise, Alfred provides our consultants with the tools to meet the needs of our high-end clients.
What our customers say
Lars Busch
Head of Client
Applications & Tools
Private & Corporate Banking
Hauck Aufhäuser Lampe
With CIOS, we connect previously isolated applications and processes. It is simple and attractive, not overloaded.
More Apple than Photoshop.
Hauke Ole Hansen
Head of Business
Development & Direct Sales
Berenberg Private Bank
We have digitised our SAA process with Fincite. The advisors can now adjust portfolios during client discussions!
Roman Schwarze
Board of BCA AG |
Managing Director of BCA
Brokerage Pension and asuro GmbH
BCA
With CIOS, our advisors utilize modern reporting and individual portfolio construction directly in client conversations.
Nick Joren
Product Owner Digital
Investments
ABN Amro Name
Alfred is the result of the close collaboration between Fincite
and ABN Amro. Through efficiency, quality, and expertise, Alfred provides our advisors with the tool ...
Presentation
Digital asset management
Digital asset management
Digital asset management
Download our presentation and find out how we have improved wealth management for advisors and clients.
Download our presentation and find out how we have improved wealth management for advisors and clients.
Download our presentation and find out how we have improved wealth management for advisors and clients.
Start your project with us!
Talk to our Wealth Tech experts!
Start your project with us!
Talk to our Wealth Tech experts!
Start your project with us!
Talk to our Wealth Tech experts!
Start your project with us!
Talk to our Wealth Tech experts!
Start your project with us!
Talk to our Wealth Tech experts!
Wealth Management/
Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
Follow us on:
Wealth Management/
Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
Follow us on:
Wealth Management/
Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
© 2024 Fincite GmbH. All rights reserved.
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Wealth Management/
Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
Follow us on:
Wealth Management/
Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
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