Fincite Robo-Advisor
Modular robo-advisor software for digital wealth management and financial planning.
Overview
Fincite Robo-Advisor is a modular wealth management software designed to support private banks, universal banks, family offices, and financial advisors in delivering digital financial planning and investment advice. The platform offers features such as modular onboarding, holistic wealth planning, digital asset management, end-to-end digital ordering, and investment reporting.
The solution supports MiFID II compliance and provides tools for portfolio finding, strategic asset allocation, wealth forecasting, investment goal setting, portfolio analysis, and reporting. Fincite also offers an extension store and AI capabilities to enhance the advisory process.
Fincite GmbH is headquartered in Frankfurt, Germany, and serves a range of financial institutions including private banks, savings banks, broker pools, and family offices.
Key Features
- + Modular onboarding
- + Holistic wealth planning
- + Digital asset management
- + End-to-end digital ordering
- + Investment reporting
- + MiFID II compliance
- + Portfolio finder
- + Wealth forecasting