Fincite

fincite offers a comprehensive digital wealth management platform that transforms investment advisory from client onboarding to reporting. The modular SaaS solution provides end-to-end wealth management capabilities with complete flexibility in implementation and scaling.

Key features include:

• Complete client journey: Digital onboarding, KYC, profiling, and legitimization processes
• Advanced advisory tools: Monte Carlo simulations, historical stress tests, and wealth forecasting
• MiFID II compliance: Compliant advisory and discretionary portfolio management processes
• Portfolio management: Real-time optimization, health checks, and performance analysis
• Comprehensive reporting: Aggregation of internal and external portfolios with risk analysis and sustainability metrics
• Seamless integration: Market data feeds, third-party depot integration, and automated asset valuation

The platform serves over 9,000 wealth managers and 630,000+ end clients, delivering 83% cost savings and 93% customer satisfaction. Trusted by major European banks including Hauck Aufhäuser Lampe, Berenberg, and ABN AMRO, fincite combines efficiency with top-notch user experience.

Benefits for financial institutions:

• Modular architecture allows selective implementation
• Real-time portfolio adjustments during client meetings
• Unified view of client assets with one click
• Mobile accessibility for advisors and clients
• Regulatory compliance automation