Wealth Management

Fincite offers a modular, SaaS-based WealthTech platform designed to digitize and optimize the entire investment advisory process. From onboarding to reporting, its software enables financial institutions to deliver personalized, compliant, and efficient wealth management services. The platform aggregates client assets, simulates portfolios, and supports real-time advisory decisions—all within a single, intuitive interface.

Features

• Digital Onboarding: Fast, compliant onboarding including WpHG and MiFID II profiling.
• 360° Asset Aggregation: Holistic view of client portfolios across custodians and asset classes.
• Portfolio Optimization: Real-time simulation and adjustment of portfolios during client meetings.
• Investment Reporting: Automated, customizable reporting for advisors and clients.
• Financial Planning Tools: Support for liquidity events, market simulations, and family office structures.
• Modular Architecture: Tailored solutions for banks, asset managers, family offices, and broker pools.

Capabilities

• Multi-Client Support: Scales across thousands of advisors and end-customers.
• Custodian Integration: Direct reading and aggregation of portfolio data.
• Compliance Automation: Ensures regulatory adherence throughout the advisory process.
• Real-Time Advisory: Enables dynamic portfolio adjustments during consultations.
• Cloud-Based Deployment: 100% SaaS with fast implementation and no local infrastructure required.

Benefits

• Efficiency Gains: Reduces manual effort and speeds up advisory workflows.
• Higher Customer Satisfaction: Personalized, transparent, and responsive service delivery.
• Increased Assets Under Management (AuM): Proven uplift through better engagement and insights.
• Cost Reduction: Up to 83% savings through automation and streamlined processes.
• Scalable Innovation: Future-proof technology adaptable to evolving financial needs.