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Clients
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Knowledge Hub
Onboarding
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Product
Clients
About us
Knowledge Hub
Onboarding
Watch the Onboarding Tutorial
Product
Clients
About us
Knowledge Hub
Onboarding
Watch the Onboarding Tutorial
Broker Pool – BCA AG
Broker Pool – BCA AG
E2E digital wealth management
E2E digital wealth management
This case study shows how we created a comprehensive
investment platform with BCA.
This case study shows how we created a comprehensive investment platform with
fincite • cios in collaboration with BCA.
This case study shows how we created a comprehensive investment platform with BCA.
Holistic investment advice
Efficiency increase
Modular Software
E2E digital wealth management for modern financial advice
E2E digital wealth management for modern financial advice
E2E digital wealth management for modern financial advice
BCA is a leading financial service provider that offers digital wealth management solutions for intermediaries. The BCA platform provides comprehensive tools for investment advisory and reporting – for efficient client care.
BCA is a leading financial service provider that offers digital wealth management solutions for intermediaries. The BCA platform provides comprehensive tools for investment advisory and reporting – for efficient client care.
Holistic Investment Reporting
Holistic Investment Reporting
The platform provides brokers with financial analyses and strengthens customer relationships while enabling detailed investment analyses.
The platform provides brokers with financial analyses and strengthens customer relationships while enabling detailed investment analyses.
ESG - sustainable investment advice
ESG - sustainable investment advice
BCA now meets the regulations for sustainability-related disclosure in the financial services sector.
BCA now meets the regulations for sustainability-related disclosure in the financial services sector.
Compliance with the European Sustainability Regulations (SFDR)
Improved advisory quality through automated, regulatory-compliant processes.
Numbers and facts about our collaboration
Numbers and facts about
our collaboration
The result of a strong partnership
The result of a strong partnership
The result of a strong partnership
The result of a strong partnership
For end customers and institutional clients
For end customers and
institutional clients
For end customers and
institutional clients
Portfolio optimization
Technology
Technology
Python, Django, React
Product
Product
Precise advice through comprehensive data analysis for better investments.
Precise advice through comprehensive
data analysis for better investments.
Integration
Integration
Simple integration into systems increases user-friendliness.
End Customers
End Customers
Faster customer acquisition improves growth opportunities.
Faster customer acquisition
improves growth opportunities.
Efficiency Gain
Efficiency Gain
Reduces effort and costs in the consulting process through optimized procedures.
Reduces effort and costs in the advisory process
through optimized workflows.
With CIOS, our consultants use modern reporting and individual portfolio construction directly in client discussions.
Roman Schwarze
Co-CEO, BCA AG
With CIOS, our consultants use modern reporting and individual portfolio construction directly in client discussions.
Roman Schwarze
Co-CEO, BCA AG
With CIOS, our consultants use modern reporting and individual portfolio construction directly in client discussions.
Roman Schwarze
Co-CEO, BCA AG
With CIOS, our consultants use modern reporting and individual portfolio construction directly in client discussions.
Roman Schwarze
Co-CEO, BCA AG
BCA AG Case Study
Download the BCA AG Case Study now
BCA AG Case Study
Download the BCA AG Case Study now
BCA AG Case Study
Download the BCA AG Case Study now
BCA AG Case Study
Download the BCA AG Case Study now
Wealth Management/
Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
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Wealth Management/
Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
Follow us on:
Wealth Management/
Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
Follow us on:
Wealth Management/
Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
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