Tag: fincite

Despite widespread recognition of artificial intelligence as the defining technology of our era, the wealth management sector remains caught in a frustrating paradox: ambition...

Artificial intelligence is no longer a distant ambition for the wealth management industry — it is rapidly becoming a practical necessity. According to WealthTech platform...

Digital WealthTech platforms have helped make it easy for everyone to get access to their finances. Whether it is a banking app that allows...

The best WealthTech software goes unnoticed — until it doesn't. Advisors toggling between multiple systems to find the same client data, status changes vanishing...

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digitalization of the wealth management industry has been in full swing for many years, with firms looking to replace outdated and manual workflows...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