Munich, Germany – January 9, 2025 – Userlane, a software adoption company for regulated industries, and fincite, one of Germany’s fastest-growing WealthTech companies, have announced a strategic partnership. This collaboration aims to optimize the use of the fincite • cios platform, providing financial institutions and their clients with a seamless investment experience.

The modular fincite • cios software suite helps banks and asset managers to fully digitalize their wealth management services across the entire value chain. All processes are seamlessly integrated, from client onboarding and (hybrid) advisory to order execution and investment reporting. Financial institutions can efficiently digitalize their wealth management end-to-end (E2E), find new revenue opportunities, and better support their clients in reaching their financial goals.

Userlane applies its software adoption expertise to improve user acceptance of fincite’s platform and help advisors work more efficiently. Through this new partnership, Userlane and fincite will jointly accelerate the adoption of WealthTech software:

  • Userlane ensures efficient onboarding of wealth management advisors to fincite • cios, helping them better advise clients with a deep understanding of the platform’s features.
  • Userlane supports clients in implementing fincite • cios, optimizing financial management processes, and improving user satisfaction.
  • Userlane helps fincite’s clients realize the full value of fincite • cios through interactive in-application guidance.

Marco Schüller, Lead Financial Advisory & Family Office at fincite, shared: “Our partnership with Userlane has a clear goal: to help fincite • cios users get the most from the software. Real-time guidance makes using the platform easier and more intuitive for advisors and their clients. The result? A seamless investment experience that takes efficiency and usability to a new level.”

The partnership between Userlane and fincite ensures technology is used effectively to support advisors and their clients. It simplifies software use, improving the user experience and boosting productivity.

“Our mission is to make software intuitive and accessible. Partnering with fincite allows us to help advisors and their clients better understand and optimize wealth management processes. Together, we are creating a user-friendly wealth management experience,” said Hartmut Hahn, CEO of Userlane.

This partnership highlights the shared vision of both companies to advance technology adoption in financial services and help financial institutions make their services more client-centric and efficient.

For more information, visit www.userlane.com | www.fincite.de/en.

About Userlane
Userlane helps organizations in regulated industries realize the full value of their software investments. With Application Intelligence and Contextual Assistance, Userlane gives teams the visibility, guidance, and analytics they need to adopt software efficiently and effectively.

About fincite
fincite is a WealthTech software provider, recognized for growth and innovation (Fintech Germany Award 2024, Growth Champion 2020, WealthTech100 2024, ESGFintech100 2024). fincite addresses the challenges financial institutions face in wealth management with smart software solutions, covering everything from client onboarding and (hybrid) advisory to order execution and reporting. Clients include leading international banks, mid-sized financial advisors, established private banks, and digital challengers. The team consists of over 60 employees from more than 15 nations.