How they describe themselves: Fincite GmbH is the leading and fastest growing financial technology software provider helping banks to provide best in class investment advice and management service to their clients. Our software empowers digital-ready client investment services for retail, wealth and (semi) institutional customers.
We built the world’s first investment software that aggregates, analyses, and manages all financial assets of a customer. Fincite CIOS is a modular software that connects the customer’s financials via an intelligent advice engine with a Portfolio Management Software. Based on our software, Banks, Asset Managers, Insurers and Advisors co-create innovative digital services for their customers.
How they describe their product/innovation: Fincite Automated Advice Engine (based on Fincite CIOS) guides Private Banking advisors and clients through a digital advisory process. Clients or Advisors can ask for an investment recommendation by checking how their portfolios meet the ABN AMRO investment strategies or ask for an investment proposal based on the analysis of their portfolio. All relevant rationales will automatically be included in the recommendation and the proposed Portfolio will apply the ABN AMRO investment strategies and fulfil MiFID II requirements. By implementing our solution within ABN AMRO Private Banking the Rebalancing calculation time for Portfolios was lowered by 99%.
Product distribution strategy: Direct to Business (B2B), through financial institutions, licensed
Bus. Dev. & Press: Ralf Heim, Co-CEO, Fincite, firstname.lastname@example.org, +4917664197695