Munich, January 9, 2025
Userlane and fincite are partnering to improve how wealth management advisors and their clients work with fincite’s cios platform.
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 advisory to order execution and investment reporting. Financial institutions can efficiently digitalize their wealth management end-to-end, 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 partnership, Userlane and fincite will jointly accelerate the adoption of WealthTech software:
- Efficient onboarding of wealth management advisors to fincite cios, helping them better advise clients with a deep understanding of the platform’s features.
- Support for clients implementing fincite cios, optimizing financial management processes, and improving user satisfaction.
- Interactive in-application guidance to help fincite’s clients realize the full value of fincite cios.
“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.”
Marco Schüller, Lead Financial Advisory & Family Office, fincite
“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.”
Hartmut Hahn, CEO, Userlane
Learn more about the Userlane partner program.
