Fincite is a global provider of WealthTech software, used by more than 7,500 advisors in seven countries. The goal is to define the wealth management of tomorrow. The software’s range of services extends from the implementation of individual visions to the deployment of its own SaaS solution (fincite • cios) in the field of wealth advisory.
With the software, advisors can offer their clients tailored investment advice. fincite • cios can be implemented across the entire value chain of a bank: from client onboarding to advisory and investment reporting. Thanks to the PriceHubble integration, liquid and illiquid assets such as real estate can be added to the client profile within the intuitive advisor and client interfaces. This allows advisors to provide their clients with an answer to the question, 'How wealthy am I?' and offer relevant recommendations for further investments.
