Fincite

FinovateEurope 2022 Sneak Peek: Fincite

FinovateEurope 2022 Sneak Peek: Fincite
By Julie Muhn (@julieschicktanz) Posted on
Categories: Fincite, FinovateEurope 2022, FinovateEurope 2022 Sneak Peek

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.
LinkedIn

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.
LinkedIn

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Finovate Alumni News

By Julie Muhn (@julieschicktanz) Posted on
Categories: 3rd-eyes, aixigo, ArthaYantra, BaseVenture, Capitalise, cbanc Network, Entersekt, eToro, Finantix, Fincite, Finhorizon, ForwardLane, Hydrogen, Nordigen, Scalable Capital, Sentifi, TradeIt, Trizic, Wealth Wizards, WealthForge, Xero, Xignite

On Finovate.com

  • The ID Co. Unveils its Income Verification Solution.
  • Finicity Partners with Pulte Mortgage to Accelerate Asset Verification.

Around the web

  • CBANC hires Mike Snavely as Chief Commercial Officer.
  • Congrats to 3rd Eyes, ArthaYantra, aixigo, BaseVenture, Capitalise, Entersekt, eToro, Finantix, Fincite, Finhorizon, ForwardLane, Hydrogen, Scalable Capital, Sentifi, Tradeit, Trizic, WealthWizards, WealthForge, and Xignite on being recognized in the Wealthtech 100.
    • Xero’s new invoicing experience available for all Xero customers and partners over the next two weeks
    • Nordigen opens new office in Spain to expand operations.
    • Yseop’s AI solution for Société Générale wins award for most innovative initiative of the year at this year’s Digital Finance Awards. Come see Yseop at FinovateSpring next month.
    • Contovista and NDGIT expand partnership, enabling Contovista to be implemented via the German NDGIT API marketplace.

    This post will be updated throughout the day as news and developments emerge. You can also follow all the alumni news headlines on the Finovate Twitter account.

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    FinovateEurope Sneak Peek: Fincite & ABN AMRO

    FinovateEurope Sneak Peek: Fincite & ABN AMRO
    By David Penn Posted on
    Categories: ABN AMRO, Fincite, FinovateEurope 2019, FinovateEurope 2019 Sneak Peek

    A look at the companies demoing live at FinovateEurope on February 12 through 14, 2019 in London, U.K. Register today and save your spot.

    Recognized as one of the fastest growing companies in Germany, Fincite provides an investment suite with a 360° customer view, intelligent recommendations, and portfolio management for banks and asset managers

    Features

    • Automatically provide an individual investment proposal based on customer and bank restrictions
    • Reduce the effort of an investment advisor to handle a portfolio by 4x
    • Ensure portfolio compliance

    Why it’s great
    The tool allows investment advisors to quickly give accurate financial advice and optimize portfolios, providing a completely new user experience for advisors and customers.

    Presenters

    Friedhelm Schmitt, Co-CEO, Fincite
    Schmitt is a German technology entrepreneur and founder of Fincite and Fincite Ventures. Fincite is creating solutions to reinvent investment and portfolio management in a digital world.
    LinkedIn

     

    Maarten Heyboer, Business Developer, Investments, ABN AMRO
    Heyboer is a Dutch business developer working for ABN AMRO Private Banking. His drive is to optimize customer satisfaction by developing great investment products using the latest innovations.
    LinkedIn

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    Finovate Alumni News

    By David Penn Posted on
    Categories: ABN AMRO, Avoka, Ephesoft, Fincite, Fiserv, HooYu, Icefire, Keepabl, Lendio, NCR Corporation, Onfido, Salt Edge, Temenos

    On Finovate.com

    • Ephesoft Helps Businesses Leverage the Cloud to Meet Demand.
    • Now a Temenos Company, Avoka Unveils Workspaces for Retail Banking.

    Around the web

    • Onfido forges partnership with PensionBee.
    • Portugal’s Banco CTT to leverage technology from Fiserv to fight money laundering.
    • Lendio announces providing more than 5,000 Kiva loans to support women-owned businesses.
    • NCR unveils its EMV-integrated Equinox Luxe devices for NCR Connected Payments, giving a secure payment route for retailers.
    • Hooyu to provide online verification for mobile egaming operator, Small Screen Casinos.

    This post will be updated throughout the day as news and developments emerge. You can also follow all the alumni news headlines on the Finovate Twitter account.

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