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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How soon would you ideally like a solution in place?

What type of family office are you?

What is your total AUM?

Where are you based?

What sets Fincite apart?

"You have it in your hands! Our award-winning software helps you build the software for your individual requirements in a modular, lego-brick-like way in just a few weeks. From risk profiling a customer to reporting."
Christian Terpe

Products and services

Get an overview of what Fincite does.

Main tasks

  • Customer Onboarding
  • Portfolio management
  • Order execution

Top features

  • Ability to Whitelabel
  • Custom Development Service
  • Custom Reports
  • Digital Excellence
  • Full Multi-Currency Support
  • Mobile App
  • Proven Agility
  • Sustainability
  • Real-time analytics
  • Asset class aggregation
  • Client Portal

Assets supported

  • Alternatives
  • Bankable or Financial Assets & Funds
  • Cash & Equivalents
  • Digital Assets & Crypto Currency
  • Equities
  • Fixed Income
  • Foreign Exchange
  • Lifestyle Assets & Rare Collectibles
  • Private Equity & Direct Investments
  • Real Estate


  • MiFID II
  • GDPR



Type of software



  • Microsoft
  • SAP
  • Java
  • Other


  • There is no system we would not integrate with our flexible API data model, e.g. Microsoft Dynamics for CRM, Triple A for PMS/ OMS

Mobile app


Type of data

Transaction level


We have a proven track record of connecting to several custodians, superb API testing as well as a proven data model, so that we can be sure, that 99,9% of the data received are imported correctly. Further, we enrich investment data received by Morningstar data – one of the leading data provider worldwide.


Currently 5 direct custodian connections. Further we integrated multi-custodian connections like Plaid, Flanx and Custodix which enable us to connect to hundreds of custodians around the world with only one API.

Time to new custodian

2 Weeks


Users can set multiple base currencies, Users can separate holding level gain/loss from currency gain/loss, Based on holding/position data, Based on transaction data

Cost structure

  • Seat based (per named user)
  • Custodian use based (per connected custodian)
  • Data based (per data feed integrated)
  • Feature based
  • In the area of individual software development we charge one-time efforts for the software implementation/ customisation as well as recurring efforts for hosting, maintenance and support.
  • In the area of of-the-shelf/ white label software we charge only recurring efforts for licenses.

Key Company Information

Have a look at the company, clients, and references to learn whether this is a match for you.


  • >50


< $50 million


  • 2016


  • Owned by management
  • External investors (neither clients nor staff)





Top markets

  • Germany
  • United States of America
  • DACH
  • Nordics
  • Dutch


  • Multi-family offices

Serves also

  • Individual wealth owners
  • Single family offices
  • Multi-family offices
  • Investment & Financial Advisors (RIAs/IFAs)
  • Custodians
  • Banks
  • Brokerages


  • 30 clients around the globe, thereof 5 international universal banks, 7 private banks, 4 wealth managers, 1 broker pool, 7 advisors.

ABN AMRO, Deutsche Bank, Hauck Aufhäuser Lampe, Berenberg Privatbank, Amundi, ING

Request References

What do clients say about Fincite?

"With Fincite CIOS, we can automatically manage complex portfolios. This empowers our advisors to increase their efficiency and helps them to focus on what’s important: The client interaction."
Ronald Tuinenga, Product Owner Digital Investments ABN AMRO

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


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.


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 about Fincite

What is Fincite?
Fincite offers a portfolio management solution.
What does Fincite do?
Fincite aims to solve family office wealth management, advisory, and self-execution challenges by means of its intelligent software.
How does Fincite work?
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.
How much does Fincite cost?
Fincite pricing structure is either per named user or per connected custodian or data-based.
Simple solutions for complex times.