fincite - Wealth Management Software’s Post

#CIOS Feature Recap 2024 🚀 As 2024 comes to an end, we’re proud to reflect on a year of incredible progress and innovation. This year, we introduced powerful new features into our software, enhancing the way #WealthAdvisors deliver value to their clients. Here’s what we achieved in 2024: 📚 Tailored Advice: Customize recommendations based on your client’s financial knowledge. ⏱️ 10-Minute Onboarding: Fully onboard clients, MiFID II-compliant, with CRM integration and digital signature. 📱 Mobile App: Instant access to financial insights—anytime, anywhere. 🏡 PriceHubble Integration: Make real estate as transparent as stocks. 📈 SAA Optimization: Advanced algorithms deliver the perfect portfolio in just one click. 💡 Taxation in Wealth Forecasts: Visualize taxation impacts and identify retirement gaps. 🌳 Family Tree: Map relationships, view assets, and connect to balance sheets. This year’s innovations empower advisors to deliver smarter, faster, and more holistic financial advice. Thank you to our clients and partners for your trust in 2024—here’s to an exciting 2025! Want more information on the new features? Contact our #WealthTech Experts Dennis Ritter, Christian Hanke, Christian Terpe or Marco Schüller for a personal demo or try it yourself with our 14-day free trial. 🔗 Link in the comments below. #WealthSimplified #Fincite #Innovation

What an impressive recap fincite - Wealth Management Software! And we couldn't be more proud and excited to be part of it!

Paul Kammerer

Chief Commercial Officer (CCO) - Former Head of Strategy & Business Development Int. Direct Banking/ Innovation & Blockchain Expert Rabobank

4w
Tanmay Banavalikar

Product Owner at Fincite | SaaS for Wealth Management

4w

From "what if's" to "what's next", we are setting the bar higher ! 👏🏼

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