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.

Latest News from Fincite

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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.

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