Fincite

Fincite is a leading provider of wealth management software solutions, designed to meet the needs of financial institutions, including family offices, private banks, and wealth managers. The company offers a modular and innovative platform that enhances financial advisory services, from onboarding to reporting. Fincite's commitment to providing a holistic view of clients' wealth is achieved through advanced portfolio optimization and comprehensive asset aggregation capabilities. Trusted by over 9,000 wealth managers, Fincite's solutions are crafted to support financial advisory processes that are both efficient and future-ready.

The core offering of Fincite is their 100% Software-as-a-Service (SaaS) platform, which is both modular and user-centric. This approach allows clients to customize the platform to fit their unique needs, ensuring a seamless user experience. The platform's flexibility makes it ideal for diverse financial entities, from private banks to family offices, enabling them to optimize their advisory services and client interactions.

A key feature of Fincite’s software is its ability to provide a 360-degree asset overview, which includes both liquid and illiquid assets. This comprehensive asset management capability is complemented by direct connections to custodial entities, allowing for real-time data retrieval and portfolio assessment. The platform’s analytical tools facilitate strategic asset allocation (SAA) optimization, ensuring clients can make informed investment decisions.

Fincite’s client base extends across various financial sectors, with significant penetration in private banking and wealth management. The platform's ability to integrate seamlessly with existing systems and its robust reporting capabilities make it a preferred choice for institutions aiming to enhance their operational efficiency. Fincite also partners with various data providers and custodians to ensure a wide range of integration options, further enhancing its value proposition.

Technically, Fincite’s platform is designed for scalability and flexibility, supporting a wide range of integration options. Its cloud-based infrastructure allows for easy deployment and scalability, while also ensuring high levels of data security and compliance. Fincite provides APIs for seamless data exchange, enabling clients to integrate the platform with existing systems effortlessly.