Fincite
We empower family offices and their customers to make intelligent financial decisions.
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About 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.
More Details
| Attribute | Details |
|---|---|
| Categories | Advisors, Asset managers, Compliance, Consolidated Reporting, Crypto & Blockchain Fund Manager, Data, Data Aggregation, Digital asset exchange platform, Digital asset trading technology, Digital Assets & Currencies, Impact & ESG, Investing technology, Investment platform, Portfolio Management, Prime Brokerage, Technology provider |
| Features | Ability to Whitelabel, Custom Development Service, Custom Reports, Digital Excellence, Full Multi-Currency Support, Mobile App, Proven Agility, Sustainability |
| Target Segments | Independent financial or investment advisor, Individual wealth owners, Multi-family office, Single-family office |
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