A look at the companies demoing at FinovateEurope on March 22 and 23, 2022 in London. Register today and save your spot.

From wealth aggregation to portfolio analysis, CIOS.Reporting from Fincite gives customers all their clients’ wealth data– prepared in an intuitive front end, including market data. Save up to 30 minutes for each report.

Features

• Save up to 30 minutes for each report
• Ensure fast identification of risks and potentials
• Receive market data from Morningstar

Why it’s great

Fincite’s CIOS.Reporting offers best-in-class investment reporting for advisors and clients.

Presenters

Ralf Heim, Co-CEO & Founder
Heim is a German technology entrepreneur and Founder of Fincite. Starting as a freelancer at the age of 16, Heim spent his career building analytical systems for companies as well as central banks.
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Paul Kammerer, CCO
Prior to joining Fincite as CCO, Kammerer was responsible for business development, product management and customer care for Rabobanks Retail Banking in Europe.
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