Friedhelm Schmitt
Founder & Co-CEO
fincite
fincite offers a modular SaaS platform that digitizes the wealth management advisory process for financial institutions. It streamlines client onboarding, portfolio optimization, and asset aggregation to enhance operational efficiency and client satisfaction.
Updated 7 months ago
Funding
Funding rounds are not available yet.
Founders
Product
Problem
Financial advisors and institutions face challenges in efficiently managing the entire client advisory lifecycle, from initial onboarding to comprehensive portfolio reporting. This often leads to fragmented processes, suboptimal asset allocation, and a lack of a holistic client view, hindering the delivery of modern financial advice.
Solution
fincite provides a modular, SaaS-based wealth management software platform designed to streamline and digitize the end-to-end advisory process. The platform offers integrated tools for client onboarding, portfolio optimization, and holistic asset aggregation, enabling financial professionals to deliver efficient and personalized advice. By leveraging a technology-first approach, fincite empowers wealth managers to enhance client satisfaction and operational efficiency.
Target Audience
The primary target audience includes private banks, universal banks, family offices, savings banks, financial advisors, and broker pools seeking to digitize and optimize their wealth management operations.
Features
- Modular SaaS platform for wealth management, covering the full advisory value chain from onboarding to reporting.
- Automated client onboarding processes, including digital WpHG profiling and MiFID II-compliant advisory workflows.
- Advanced portfolio optimization capabilities, including strategic asset allocation (SAA) and dynamic portfolio adjustments.
- Holistic asset aggregation and reporting, providing a 360° view of client assets, including liquid and illiquid holdings.
- Integrated Portfolio Finder for efficient client-advisor alignment on investment strategies and product distribution.
- End-to-end digital ordering and transaction processing.
- Customizable model portfolios and investment goal setting.
- Wealth Forecast tools for scenario planning and market development analysis.
- API integrations for direct custodian account access and data retrieval.