Fincite
HQ Address
Franklinstrasse 52, 60486, Frankfurt am Main, Germany
Website Address
Business introduction
Wealth Simplified
Financial institutions around the world rely on Fincite's innovative WealthTech software. Our software sustainably increases invested customer assets thanks to intelligent algorithms and high data depth
Our mission: Closing the financial advice gap
In a world where analogue financial advice is becoming more expensive by the day, the number of customers who are not receiving adequate advice is growing daily. The result is gaps in pension provision, poorly managed portfolios and a lack of capital investments. With the Fincite software solutions that we develop together with our customers, we close this gap. That is what drives us.
Fincite Solutions
Fincite.CIOS
CIOS combines a unique experience to the advisor and customers with a composable platform. CIOS allows you to create your own investment process and focus on what’s important: Your customer. Dynamic reporting with comprehensive insights on performance, risk, allocation, ESG, etc. Customer onboarding and management of customer profiles Customer UX including customizable customer-facing......
