Fincite
Fincite solves challenges family offices are facing within their wealth management, advisory, or even self-execution services with the means of intelligent software. From onboarding (risk profile, sustainability preferences, KYC, AML, etc.), advice (automated investment proposal or wealth forecast), investment (portfolio optimizations or rebalancing), order execution (FIX, SWIFT or direct custodian connection) as well as regular reporting (portfolio aggregation and analysis). Their software offering is 100% modular.
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Support & Services
Learn what support and services you can expect
Added Services
Software development
Data entry
Support options
General contact mail or phone
Dedicated contact
In person on site support
Pricing of support
Based on SLA
Onboarding
Depending on the complexity of the project. In general, though, we’re able to finalize the onboarding in less than a month.
Bespoke development
Fincite ensures the entire software delivery and operations process, comprising of planning, development, testing, deployment, operations, monitoring, and continuous development.
Customisation
API connections from and to your internal IT systems required to transfer data, logos and corporate identity of our customers, user flows depending on service model (wealth management, advisory or self-ex), and customer journey of the onboarding, advisory, investment, ordering, and reporting functionalities of our investment software according to your requirements.
FAQs
FAQs about Fincite
Q
What is Fincite?
A
Fincite offers a portfolio management solution.
Q
What does Fincite do?
A
Fincite aims to solve family office wealth management, advisory, and self-execution challenges by means of its intelligent software.
Q
How does Fincite work?
A
Fincite offers a fully modular software that is capable of onboarding(risk and ESG profiling), advice including automated investment proposals and wealth forecasting, investment management including portfolio optimizations or rebalancing, order execution through custodian banks or through FIX/SWIFT protocols, and reporting through portfolio aggregation and analysis.
Q
How much does Fincite cost?
A
Fincite pricing structure is either per named user or per connected custodian or data-based.
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