CSSI Portal+
Client reporting portal and document vault for RIAs on Advent Axys, APX or SSRS reporting.
- RIAs
- Asset managers
Client experienceCustom quote
Client experiencePerformance reportingComprehensive planningOnboarding and account openingData aggregation
Fincite
Modular wealth management software (fincite cios) for banks, asset managers, advisors and family offices in Europe
Frankfurt am Main, HE, DE51-200 employeesPrivate-equity backedfincite.de
What it does
Fincite is a Frankfurt wealthtech company whose product, fincite cios, is a modular SaaS platform for private and universal banks, savings banks, independent asset managers, financial advisors, broker pools and family offices, mostly in German-speaking Europe.
The modules run from digital client onboarding for individuals and legal entities, including WpHG/MiFID II suitability profiling and document creation, through aggregation of all client assets into a single view, strategic asset allocation and portfolio optimisation across liquid and illiquid assets, simulation and stress testing, financial and liquidity-event planning, digital order handling and investment reporting. For family offices it can map family structures and read portfolios directly from custodians.
Fincite is part of the Harvest Group, formed with the French wealthtech Harvest and backed by private equity firms TA Associates and Montagu; both brands continue to operate. The company cites more than 70 employees and a free trial.
Best for
- Serves
- Banks and trust companies, Asset managers, Family offices
Features
- Digital client onboarding with MiFID II suitability profiling
- 360-degree asset aggregation
- Portfolio optimisation and strategic asset allocation
- Simulation and stress testing
- Financial and liquidity planning
- Investment reporting
- Family structure mapping
Pricing and deployment
- Deployment
- Cloud
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