Tag: fincite

The digitalization of the wealth management industry has been in full swing for many years, with firms looking to replace outdated and manual workflows...

Harvest and fincite have published the fourth edition of the WealthTech Radar 2026, a co-authored industry report developed alongside 12 domain experts from firms...

Despite being in the data age, many wealth management firms are yet to realise the full potential of their data. An EY study in 2025...

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...