Fincite offers a cloud-based investment software that empowers financial institutions to set up new Front Office Investment Services in weeks instead of months. In a world where "human financial advice" gets more expensive by the day, Fincite supports retail banks, private banks and insurers, in offering digital, individual, and holistic investment solutions to their customers. All this seamlessly integrated into their current processes and architectures via one software - Fincite.Core. Fincite.Core connects all financials of a customer (cash accounts, portfolios, real estate, etc.) and generates insights based on smart algorithms applied on a comprehensive set of financial market data. Upon our engine, our clients are offering a variety of solutions reaching from portfolio health checks over automated (robo) advice to integrated retirement planning. If you are interested in learning more about us, visit our website or contact us directly. We would love to hear your story!
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Fincite offers a cloud-based investment software that empowers financial institutions to set up new Front Office Investment Services in weeks instead of months. In a world where "human financial advice" gets more expensive by the day, Fincite supports retail banks, private banks and insurers, in offering digital, individual, and holistic investment solutions to their customers. All this seamlessly integrated into their current processes and architectures via one software - Fincite.Core. Fincite.Core connects all financials of a customer (cash accounts, portfolios, real estate, etc.) and generates insights based on smart algorithms applied on a comprehensive set of financial market data. Upon our engine, our clients are offering a variety of solutions reaching from portfolio health checks over automated (robo) advice to integrated retirement planning. If you are interested in learning more about us, visit our website or contact us directly. We would love to hear your story!
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