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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.

Powerful financial planning software:
Tomorrow always in sight

You are looking for a comprehensive software to help your clients with their financial planning? With Fincite’s financial planning software, you benefit from an automated, easy-to-use solution that incorporates the cash accounts into our engine – adapting to the expenses in real time.

  • Identification of the customer’s profile through an interactive dialogue
  • Aggregation of all customers assets to shape the customer profile
  • Identification of personal retirement gap from the expenses as delta from objectives
  • Implementation of dynamic saving strategies based on goals and values
  • Transition into a managed portfolio or insurance product

 

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Powerful financial planning software: Tomorrow always in sight

Close retirement gaps by managing the financial profile in real time

Connect bank accounts

Connect cash accounts and receive a suggestion for retirement planning based on expenses.

Manage accounts

Keep accounts and retirement objectives connected and managed.

Optimized allocation

Receive an optimized allocation of investment and fixed income products.

Set strategy

Manage financial profiles

Setting a strategy to derive the retirement goal

A sound strategy is fundamental for reaching the individual pension objective. With our financial planning software, you profit from a straightforward procedure:

  • An objective is set based upon the required retirement demand
  • Ongoing track of life expenses and retirement plan
  • Automated account management towards a retirement objective

Manage the financial profiles of your clients

  • Identification of the retirement objective and saving capacities
  • Simulation of the target allocation, savings plan and withdrawal plan
  • IDD process is taken over by the customer and saves time for the consultant

Further benefits of our financial planning software:

Customer satisfaction

Customer satisfaction

Reach a long-term oriented customer group with a savings plan solution.

Fully automated

Fully automated

Offer a completely automated service.

Build a stronger brand

Build a stronger brand

Increase your visibility.

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