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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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.