fincite - Wealth Management Software

🚀 The #WealthTech Radar is back! Last year, we launched the first WealthTech Radar with an overview of the latest trends in #wealthmanagement. Today, we are back with a 2024 update featuring new co-authors, new trends, and a fresh new design, but with the same passion for innovation in our industry! Learn all about Digital Products, Fractional Stocks, Crypto-Assets, Private Debt, PE & VC, Real Estate, Personalized Indexing, Social Trading, Asset-Tokenization, and many more topics in one single eBook! Download your free copy here: 🇩🇪 https://rb.gy/tmqprv 🇬🇧 https://rb.gy/4jjpvg A heartfelt Thank you 😍, to all the co-authors! You are AWESOME! Sohail Raja (Quetta Finance), Ralf Oetting (justTRADE - JT Technologies GmbH), Thuwagaran Nithiananthan (KfW), Simon Seiter (HAUCK AUFHÄUSER LAMPE), Olya Klueppel (GP Bullhound), Jan Voss (BLN Capital), Malte Häusler (Timeless Investments), Christian Crain (PriceHubble), Karsten Kehl (BfV Bank für Vermögen AG), Nico Baum (Berenberg), Sonia Zugel (ESG Playbook), Robin Nehring (Stadtsparkasse Düsseldorf), Marco Di Sazio (Bankhaus Metzler), Marius Briem (@MIO), Christopher Pullen (naro), Reinhard Pfingsten (Deutsche Apotheker- und Ärztebank - apoBank), Juan Colón, FRM (Darwinex), Francois Botha (Simple), iMartin Schaffranski (DWS Group), Alireza Siadat (Annerton) Dr. Ulli Spankowski (Börse Stuttgart Digital), Alexander Sperlich (Morningstar)

It’s a wrap! 🎉 As the year comes to an end, we’re reflecting on an incredible 2024 filled with innovation, collaboration, and many milestones. Here’s what we accomplished together: 🚀 Developed 40+ features and launched our first fincite • cios Mobile App. 🌟 Hosted our WealthTech Connect (for the second time!) and the Fintech Long Summer Night, a.k.a. the "House Party with CEOs." 🤝 Started partnerships with PriceHubble, fino, Qwist, and Sprengnetter to make financial data and real estate more accessible. 🏆 Proud winners of the FinTech Germany Award—a testament to the hard work of our team and the trust of our clients and partners. 🤩 This year, we also embraced a fresh new look to reflect the innovative spirit that drives us forward. A big THANK YOU to our community, clients, partners and our team! Your support and hard work makes it all possible. 🎄✨ #wealthmanagement #WealthTech #fincite #wealthsimplified 

#FacesofFincite Fincite Christmas Party 2024 🎄 🎅 Yesterday, we came together at the Fincite office for our Christmas party to kick off the festive season. 👩🍳 The festivities started with a fun cookie-baking session, organized by Julian Eder. Thanks to Charlotte Zahnleiter, our Head of Design and UX/UI, we had personalized cookie cutters that made our cookies uniquely Fincite! Decorating them as a team, all while listening to Christmas songs, was a wonderful way to get into the holiday mood. The Outcome? Let’s say thank god we are doing Software… 😂 🎁 Afterward, we exchanged Secret Santa gifts before heading to the Frankfurt Christmas Market. There, we enjoyed a festive mulled wine while soaking up the holiday spirit and vibrant energy of the market. 🎄 With many of us heading out soon for the holidays, this gathering was a great way to connect and wrap up the year together. #WealthTech #Fincite #wealthsimplified #christmas Paul Kammerer, Nils Claassen, Dennis Ritter, Christian Hanke, Christian Terpe, Luca D'Aquanno, Rocío Azahara de Kment Jiménez, Lingxu Zhou, Jonas Vincent Nadolski, Erwin Ramburger, CFA, Sebastian Bessing, Hung Nguyen, Thomson Nelson, Christian Paulus

#CIOS Feature Recap 2024 🚀 As 2024 comes to an end, we’re proud to reflect on a year of incredible progress and innovation. This year, we introduced powerful new features into our software, enhancing the way #WealthAdvisors deliver value to their clients. Here’s what we achieved in 2024: 📚 Tailored Advice: Customize recommendations based on your client’s financial knowledge. ⏱️ 10-Minute Onboarding: Fully onboard clients, MiFID II-compliant, with CRM integration and digital signature. 📱 Mobile App: Instant access to financial insights—anytime, anywhere. 🏡 PriceHubble Integration: Make real estate as transparent as stocks. 📈 SAA Optimization: Advanced algorithms deliver the perfect portfolio in just one click. 💡 Taxation in Wealth Forecasts: Visualize taxation impacts and identify retirement gaps. 🌳 Family Tree: Map relationships, view assets, and connect to balance sheets. This year’s innovations empower advisors to deliver smarter, faster, and more holistic financial advice. Thank you to our clients and partners for your trust in 2024—here’s to an exciting 2025! Want more information on the new features? Contact our #WealthTech Experts Dennis Ritter, Christian Hanke, Christian Terpe or Marco Schüller for a personal demo or try it yourself with our 14-day free trial. 🔗 Link in the comments below. #WealthSimplified #Fincite #Innovation

🎉 Welcome to the team, Leona! 🚀 Leona joined us as an IT Project Manager at the beginning of December. With her expertise in project management, she aims to professionalize and streamline project workflows at Fincite, ensuring efficient delivery of our software fincite • cios. Want to learn more about Leona? Check out her sed card below! Interested in being part of #FacesOfFincite? 🔗 https://shorturl.at/MpsIx #fincite #wealthsimplified #wealthtech

Family Wealth Planning Made Simple Understanding family ties and their wealth can be complex and often intransparent. With our Family Tree feature, we aim to simplify this process and help advisors gain a clear overview of large families or conglomerates to provide holistic financial advice. Key benefits: 1️⃣ Construct easy-to-read family trees for clear relationship mapping 2️⃣ Account for inheritance and tax considerations in unique family situations 3️⃣ Connect to the balance sheet to view family assets and ownership percentages Fincite’s Family Tree empowers advisors to deliver tailored advice for every family dynamic. Ready to see it in action? Contact our #WealthTech experts Christian Hanke, Christian Terpe, Dennis Ritter, or Marco Schüller for a personalized demo. #WealthSimplified #WealthManagement #Fincite

🎉 Welcome to the team, Finn Rohring! 🚀 Finn joined our team as a marketing working student mid-November and is currently writing his bachelor thesis in Media Management & Digital Marketing at Hochschule Fresenius in Wiesbaden. Having previously completed an internship at Universal in Berlin, he is now pursuing his passion for finance and #wealthmanagement and is eager to support our marketing efforts by creating engaging social media content. Want to learn more about Finn? Check out his sed card below! Want to be part of #FacesofFincite? 🔗 https://lnkd.in/eWJGRwgW #fincite #wealthtech #wealthsimplified

⏳ Save time by aggregating your clients’ assets in 60 seconds or less! 👉 Watch and learn how With our new asset aggregation features, categorizing and managing assets has never been easier: - Categorization into Asset Classes & Sub-Classes - Quick Asset Creation: Add variables such as name, buying history, ownership structure, and more! - Custom Fields for Sub-Classes: Capture specific details tailored to each sub-class. Want to do this yourself? Contact our #WealthTech experts Dennis Ritter, Christian Hanke, Marco Schüller or Christian Terpe, or try it out for 14 days for free! 👉 Link to the demo account in the comments below! #CIOS #wealthmanagement #finance #banks

Reflecting on 2024 and Planning for 2025 🚀 For our final off-site of the year, the GROW Team—Sales and Marketing—gathered in Glashütten to reflect on the milestones and lessons of 2024 and lay the foundation for an exciting and energetic 2025. It was a fantastic opportunity to align, innovate, and plan for the future while strengthening our collaboration. With ambitious goals set, we’re ready to make 2025 another remarkable year for Fincite! And trust us—with highlights like #WTC, #WTR, our Summer Party, and events yet to be announced 👀—we’re planning to make it an unforgettable year! 🚀 Christian Paulus, Rocío Azahara de Kment Jiménez, Christian Hanke, Christian Terpe, Dennis Ritter, Eduard Schmidt, Marco Schüller, Paul Kammerer, Ralf Heim, Finn Rohring #WealthSimplified #Fincite #WealthManagement #WealthTech

Solving Wealth Management’s Real Estate Challenge 🤝 For wealth managers, real estate is often the missing piece in achieving a truly holistic view of a client’s wealth. Undervalued or overlooked property holdings can make accurate financial advice a challenge. 🏠 That’s where our partnership with PriceHubble comes in. By integrating PriceHubble’s EBA-compliant, automated property valuation into Fincite’s Wealth Management Software, fincite • cios, advisors now have real-time insights into residential real estate holdings. With ongoing market value updates, property assets are now as transparent and accessible as stocks! 📊 Together, we’re making holistic wealth advice simpler and more effective. 💡 Curious how? Read our case study linked in the comments below to learn more or contact our #wealthtech Expert Dennis Ritter! #fincite #wealthsimplified #pricehubble #realestate