About the Company
Fincite is a B2B2C fintech company following the vision of a digitized asset management. We unite financial expertise with cutting-edge technology and a digital mindset. Our software Fincite.Core is a modular wealth management suite that empowers financial service providers to build their own digital asset & wealth management applications. We develop solutions with major relevance for financial markets. With our clients, we apply tailor-made solutions. We believe in our technology approach and expertise and build start-ups based on it.
Fincite.Core consists of an interconnected system of Algorithms, managed by a Middleware and connected via Application Programming Interfaces (APIs). The Algorithms & features can be grouped into 6 modules.
– Connect accounts, portfolios, bank internal systems, and other assets of private or institutional clients and market data feeds for valuation.
– Analyse the portfolio with algorithms based on return, risk, diversification, costs, and further indicators.
– Allocate the customer to the right risk profile and portfolio using the bank’s product universe.
– Manage the Re-Balancing of the client’s portfolio by certain defined rules.
– Save better with simulations, analysis, goal definitions, so the client achieves saving, consumption, or retirement goals successfully.
– Interact with a selection of components, elements, charts, and many more, which can be implemented into the frontend.
Based on those modules we build tailor made solutions like for example:View more
360° Financial Home
All of your Client’s Assets in One View
– Connection to bank accounts, credit cards and other accounts
– Aggregation and analysis of investment portfolios
– Valuation of other assets (e.g. real estate, gold, cryptocurrencies)
Portfolio Health Check
Get a 2nd Opinion on Your Investments
– Let your client connect portfolios from 3rd party banks
– Analyse & benchmark the portfolio’s performance, risks, diversification, costs, and much more
– Show your recommendations for the client’s portfolio
Closing Retirement Gaps. Digitally.
– Model the financial life of your clients covering their wealth and incomes and expenses of today or tomorrow
– Suggest a fitting portfolio out of investment and insurances fitting the client’s life profile
– Continuous monitoring of the retirement needs and the financial situation of the clients over their life time in real time
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Fincite provides all parts of the value chain of digital wealth management: holistic wealth aggregation, financial analytics, quantitative research and automated digital advice.
Creates and delivers decision-relevant investment intelligence for professionals in asset management and wealth management.