Tag: fincite

Germany is overhauling its state-subsidised retirement savings framework, and financial institutions have a firm deadline to prepare for. The federal government approved a pension...

Sourcing data from KYC Portal (KYCP) is increasingly becoming a strategic priority for compliance leaders seeking to strengthen operational reporting and executive oversight. KYCP delivers...

fincite, which offers software to transform investment advice from onboarding to reporting, has received a ISO 27001 certification.  ISO 27001 is widely regarded as the...

fincite, a Germany-based WealthTech provider focused on intelligent software for asset management, has announced a leadership transition that will see a change in its...

AI in wealth management is entering a phase where being “smart” is no longer enough. Users have grown used to systems that can calculate,...

Harvest, a European WealthTech software provider focused on advisory workflows for the wealth management sector, has acquired Firstance, an Italian WealthTech player specialising in...

fincite has made its cios platform available in the Microsoft Azure Marketplace, marking a further step in the company’s push to simplify digital wealth...

As Europe begins 2026, the wealth management sector is facing a decisive moment. Persistent market volatility, intensifying regulatory scrutiny and rapidly rising expectations around digital sophistication are reshaping how asset managers operate.

With WealthTech helping to democratise access to investing, people have started to plan their financial future from a younger age. However, as they age will their habits change?

It has been a monumental year for German WealthTech company fincite, as it enters the next stage of its mission to improve digital advice across Europe.