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)

Building #wealthmanagement software is like brewing the perfect coffee! Together, we grind through challenges, brew innovative solutions, and pour dedication into every task. When a colleague completes their first year at Fincite, we like to celebrate by gifting them a special and unique Fincite mug, representing the many ideas they’ve brought to life in the past and will continue to in the future. Cheers to more great ideas and coffee breaks! ☕️🥳 #wealthsimplified #fincite #wealthmanagement #wealthtech

🤔 Struggling to increase customer engagement in #wealthmanagement? Here are 6 hacks from our #wealthtech expert Christian Hanke on how every #wealthmanager can easily increase touchpoints with their clients. Discover more in his latest blog post! Link in the comments below 👇 #wealthmanagement #finance #wealthsimplified

Rising Asset Classes in 2025 Though 2025 seems far away, we're already coming together to write a new edition of the #wealthtech Radar. 🤔 We are turning to you for your expertise! Are there new trends on the horizon, or will familiar ones make a comeback? 💡Share your thoughts by voting or comment potential rising stars within this category. #wealthmanagement #WTR25 #wealthsimplified #fincite

🎉 Welcome to the team, Lingxu! 🚀 Lingxu joined our team as a design working student in August and is eager to start working closely with Charlotte, our Head of Design, on various UX/UI topics. Want to learn more about Lingxu? Check out her sed card below! Want to be part of #FacesofFincite? 🔗 https://lnkd.in/eWJGRwgW #fincite #wealthtech #wealthsimplified #wealthmanagement

☀️ As August rolls around and midsummer approaches we asked our C-Level what they would listen to during their summer break to stay updated on the latest news & trends. 🎙️ Paul listens to: - Lanz & Precht - OMR Podcast - Wieder was gelernt - Das Jahrhundert der Toleranz (audiobook) 📚 Sebastian’s recommendations: - Trisolaris-Trilogie - On the Origins of Cognitive Science: The Mechanization of the Mind - Die Illusion zu wissen: Was hinter unseren Irrtümern steckt 📚 Tobias' reads: - David and Goliath by Malcolm Gladwell - What you do is Who you are by Ben Horowitz - Hidden Potential by Adam Grant Which recommendations do you have? Share your favorites with the community by letting us know in the comments below! 👇 #wealthtech #wealthmanagement #wealthsimplified

#FacesofFincite 🥳 Happy 1-year anniversary dear Dennis Ritter! 🚀 Dennis joined the crew one year ago as an Account Manager and made a strong impact right from the start! Managing big accounts such as HAUCK AUFHÄUSER LAMPE, BCA AG and acquiring other well-known and established private banks, he has proven to be a true asset to our team. Read about what his biggest challenges and learnings at Fincite were & what motivates him on a daily! Want to be part of #FacesofFincite? 👇 Check out our career page linked in the comments below 👇 #wealthsimplified #WealthTech #jobsinfinance #fintech

🤔 How to increase customer engagement in #wealthmanagement? It's common to think that clients in wealth management differ from retail banking clients, believing that these clients will always prefer in-person advice. However, from conversations with our customers, we learned that not only the younger generation of wealthy individuals but also older generations are accustomed to real-time information and digital wealth advice. To help wealth managers and private banks stay ahead, 🦸Christian Hanke shares 6 insights to boost customer engagement in his latest blog post. Link in the comments below 👇 #banks #wealthtech #finance #wealthsimplified

In wealth management, everything revolves around your clients and your interactions with them. The more you communicate, the stronger your relationship becomes. But how often should you connect with your clients and stay updated on their lives? Share your answer in the poll below! #wealthmanagement #wealthtech #wealthsimplified

🥳 Happy 1st anniversary dear Charlotte Zahnleiter! 🚀 Since Charlotte joined Fincite as Head of Design a year ago, our UI/UX has reached the next level. She has been a key driver in elevating our design, brand and product experience, bringing a wind of change, and helping us sharpen our identity while redesigning our brand. Read about what her biggest challenges and learnings at Fincite were & what motivates her on a daily! Want to be part of #FacesofFincite? 👇 Check out our career page linked in the comments below 👇 #wealthsimplified #WealthTech #jobsinfinance #fintech