fincite - Wealth Management Software’s Post

🚀 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)

🎉 Welcome to the team, Jonas! 🚀 Jonas joined our team as a product management intern in mid-October and is eager to dive deep into the realms of our #wealthmanagement software CIOS! Want to learn more about Jonas? Check out his sed card below! Want to be part of #FacesofFincite? 🔗 https://lnkd.in/eWJGRwgW #fincite #wealthtech #wealthsimplified

Reduce your customer onboarding time by up to 75%! Onboarding a client can be long and frustrating, especially with all the paperwork. 🚀 That's why we’ve created a simple, secure, and digital way to make the process faster and easier. Here’s how the CIOS Onboarding module makes a difference: 📄 Auto-filled documents to save time and avoid repetitive work 👥 Supports all client types — single, joint, minor accounts, and legal entities 🔗 Easy CRM integration — no duplicate data, everything in one place ✅ Personalized product selection with automatic document generation 🛡️ Digital legitimation using trusted providers like IDnow ✍️ Complete the process with digital signatures through DocuSign The result: CIOS cuts down on errors and reduces client onboarding time by up to 75%. 💡 Curious to learn more? 🔗 Download our onboarding presentation linked in the comments below or reach out to our #WealthTech experts Dennis Ritter, Christian Terpe, Christian Hanke, or Marco Schüller today! #Fincite #WealthSimplified #WealthManagement #WealthTech

At Fincite, we are committed to supporting women in #fintech and the finance industry. Events organized by Fintech Ladies at Deutsche Börse are a fantastic way to do just that. 🙌 Our colleague, Rocío Azahara de Kment Jiménez, attended this event on Wednesday and shared some valuable takeaways on what it takes to found a company and attract investors as a woman. It’s inspiring to see female leaders driving change and sharing their expertise. Check out her post below for more insights from this enriching evening! 🚀 #womeninfinance #wealthsimplified #fincite

🔐 Security and trust are essential in the #wealthmanagement industry, and we are proud to say that our fincite • cios software delivers on both. Running seamlessly on the German Edge Cloud infrastructure, it ensures the highest level of data protection.   In collaboration with WIIT - The Premium Cloud our Co-Founder and CIO, Stefan Post, co-authored a case study to showcase the strength of our partnership.   Discover more about our collaboration in the link shared in the comments below. #WealthTech #Fincite #WealthSimplified

#FacesofFincite 🥳 Happy 1st anniversary dear Kavery Pandanda Madappa! 🚀 Kavery joined the crew one year ago as a Frontend Developer. Over the past year, she has worked on enhancing Fincite CIOS with features such as sandbox integration, the DPM process, and comparison tools to build seamless wealth management software. She has also improved responsiveness, contributed to AI projects, and developed a custom client plugin. Using Storybook, she streamlined component development to maintain a consistent and efficient user experience. 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 #wealthtech

🔔 Introducing our CIOS Mobile App   Managing wealth has never been easier! Our #wealthmanagement app provides investors with instant access to financial insights – anywhere and at any time.   👀 View all assets—liquid & illiquid ⏳ Real-time updates on the portfolio 📈 Access to custom reports 🔐 Secure & easy-to-use 📬 Stay connected with the advisor via the postbox   💡 Curious to learn more? Reach out to our #wealthtech experts Dennis Ritter, Christian Terpe, Christian Hanke, or Marco Schüller today!   #fincite #wealthsimplified

#FinTech post-Corona   The COVID-19 pandemic shook the world and disrupted many industries, including FinTech. Yesterday, at the latest FinTech Meetup in Frankfurt, we explored how the industry is bouncing back in the post-pandemic era.   We at Fincite were proud to host this event, providing a platform for FinTech enthusiasts, founders, and future founders to connect and collaborate. A special highlight was the inspiring speeches first by our founder and co-CEO, Ralf Heim (fincite - Wealth Management Software) and Victor Hugo Gomez (BITA) who depicted the challenges, learnings, and growth from the pandemic which deeply resonated with the community. A big thank you to Björn Allers who organized this event to strengthen the ties within this community and everyone who attended and contributed to making this event a success!   #FinTechMeetup #meetup #wealthtech

🤔 Which infrastructure service will have the biggest impact on #wealthmanagement by 2025? We are witnessing significant changes in infrastructure services within the investment industry. This includes: 1️⃣ The rise of new custody services for funds or retail deposits, designed with a modern API approach for easier connectivity, 2️⃣ The ability to tokenize funds, bonds, or other assets, 3️⃣ The delivery of investment strategies and content such as strategic asset allocations, model portfolios, or research. Simply put: Does the industry need better connectivity to existing accounts, innovative approaches to asset storage, or better investment content? 🎉 We’d love to hear your thoughts! Vote below and let us know what you think! #WealthTech #fincite #wealthsimplified

🎉 We are delighted to have been selected for the shortlist for #FTGA2024, where Innovation and Excellence are celebrated!   This recognition honors our ongoing commitment to simplifying wealth and we remain dedicated to driving change and delivering top-notch Wealth Management Software for financial institutions.   We look forward to what’s next! 🚀   #fincite #wealthsimplified #banks #finance