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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!

Icon-Ecosystem FinciteEcosystem

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.

Financial Home:
Asset 360

Our asset allocation tool provides you with a 360° view of your customer’s entire assets:

  • Connecting cash and securities accounts via FinTS/HBCI/Screen Scraping
  • One central view on customer’s whole wealth – from portfolios to real estate
  • Adding real estate with direct value feedback
  • Integration of further values such as resources, life insurances and pensions
  • Direct recommendations to customer’s wealth

 

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Financial Home: Asset 360

Benefits of our Financial Home / Asset 360:

Holistic 360° - Overview

Holistic 360° overview about your client’s wealth: Aggregation and analysis of investment portfolios.

Connections

Connection to bank accounts, credit cards and other accounts.

Integration

Integration and valuation of numerous other assets.

Aggregate your client’s assets

All connections to third-party assets are made available via modern interfaces (REST APIs) or manual input of your clients.

Based on the financial home, algorithms and market data are used to generate insights for the client or advisor.

Fincite Financial Home

Embed more assets into your client's overall financial strategy

Whether real estate, private equity, art, jewelry or other investments – our asset allocation tool takes into account numerous values.

Real estate

Real estate

Given standard information about the property (size, location etc.) is linked to market data from our partner Sprengnetter. A real time value is being generated.

Private equity

Private equity

The software analyses the current market value of the investment, based on real-time data we receive from our partners like refinitiv.

Alternatives and others

Alternatives and others

Find alternative investments for a more diversified portfolio. Art, cryptocurrency, jewelry and other investments are also taken into account.

Feedback from our clients:

With Fincite.CIOS, we can manage complex portfolios automatically. This strengthens the efficiency of our consultants and helps them focus on the essentials: the customer.
Testimonial, Ronald Tuinenga, Product Owner Digital Investments ABN AMRO
Ronald Tuinenga
Product Owner Digital Investments ABN AMRO
The collaboration with Fincite will enables us to make our investment research services directly available to our partners, especially from the perspective of Bank für Vermögen AG, in client advisory services, but also in individual portfolio construction.
Testimonial, Marc Sattler, BCA & BfV Board Member
Marc Sattler
BCA & BfV Board Member
Evergreen is aiming for technological leadership in digital financial planning and investing. Fincite’s CIOS is paving the way from our state- of-the-art asset management to a great customer experience.
Testimonial, Iven Kurz, CEO Evergreen
Iven Kurz
CEO Evergreen
Together with Fincite, we have created a new-generation financial analysis tool. Their innovative thinking combined with their strong focus on financial mathematics led to an impressively efficient tool for our clients.
Testimonial, Sebastian Napiralla, Director Lampe Asset Management
Sebastian Napiralla
Director Lampe Asset Management