Fincite

Category: Family Office Software

Headquarters: , employees, and pricing were not provided in the source content

Employees: , and pricing were not provided in the source content

Customers: Over 9,000 Wealth Managers

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.

Key Features

Fincite provides a comprehensive wealth management platform that enhances financial advisory services through its modular, cloud-based architecture. Designed for family offices and wealth managers, the platform offers advanced portfolio management, asset aggregation, and reporting capabilities, ensuring a holistic approach to wealth management.

360° Asset Aggregation
Portfolio Optimization
Digital Client Onboarding
Strategic Asset Allocation (SAA) Optimization
Direct Custodian Connectivity
Comprehensive Reporting Tools
MiFID-II Compliant Advisory Processes
Modular Platform Architecture
Automated Portfolio Rebalancing
Real-Time Data Retrieval
Holistic Family Structure Representation
Manual or Automatic Asset Valuation
Digital WpHG Profiling
Stress Testing and Simulation Tools

Use Cases

Fincite's platform supports a variety of wealth management scenarios, particularly for single and multi-family offices, private banks, and wealth managers. Its solutions streamline advisory workflows, enhance client interactions, and improve operational efficiency through comprehensive data integration and strategic asset management.

Automate portfolio reporting for quarterly family meetings
Streamline client onboarding with digital profiling
Optimize asset allocation with real-time insights
Enhance client engagement with a holistic wealth overview
Conduct stress tests for portfolio risk management
Implement MiFID-II compliant advisory processes
Manage complex family structures and asset valuations
Integrate custodial data for seamless portfolio updates
Facilitate liquidity event planning and forecasting
Improve AuM growth through data-driven insights

Integrations

Fincite offers robust integration capabilities, featuring APIs for efficient data exchange and connectivity. The platform supports integration with various financial data providers and custodial systems, enhancing its functionality and ensuring seamless data flow across the wealth management ecosystem.

Direct Custodian Connections
Data Providers (e.g., Bloomberg, Factset)
Banking Systems
CRM Platforms
Financial Planning Tools
Compliance Systems