# Fincite

- **Website:** <https://fincite.net>
- **Primary alias:** `fincite.net`

## Description

Its fincite • cios platform brings key wealth management workflows together in one system, helping organizations manage the client journey from digital onboarding through advice and investment processes to order handling and reporting. The platform includes customer profiling, identity verification and KYC workflows, financial planning tools, portfolio analysis, asset aggregation and performance and risk reporting. It also supports MiFID II-compliant advisory and discretionary portfolio management processes, with features such as document creation, simulations and portfolio optimization.

Organizations can select modules and scale their use of the software to suit their needs. Additional capabilities include integrations with custodians and external portfolios, automated asset valuation, digital signatures, client and adviser channels, and role and permission management. Delivered as software as a service, fincite • cios is designed to support a range of wealth management business models, from private banking to broker pools. fincite also offers a 14-day free trial, with no credit card required.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [linkedin](https://linkedin.com/company/fincite)

## Logos & icons

- logo _(primary)_ — PNG, SVG — [download](https://cdn.brandfetch.io/idSbC6aBT4/w/820/h/302/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1791018668031)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idSbC6aBT4/w/200/h/200/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1791018668363)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Persian Blue | #1640e4 | accent |
| Shark | #1f2223 | dark |
| Portage | #7e92e5 | light |

## Fonts

- var(--font-family) — asset _(custom)_
- var(--font-family) — asset _(custom)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idSbC6aBT4/w/1584/h/396/id5zrb8Fd_.jpeg?c=1bxid64Mup7aczewSAYMX&t=1791018668176)

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_Source: <https://brandfetch.com/fincite.net>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._