Product
Clients
About us
Knowledge Hub
Onboarding
Watch the Onboarding Tutorial
Product
Clients
About us
Knowledge Hub
Onboarding
Watch the Onboarding Tutorial
Product
Clients
About us
Knowledge Hub
Onboarding
Watch the Onboarding Tutorial
Paperwork or investment advice?
Paperwork or investment advice?
Paperwork or investment advice?
Intuitive UX, holistic asset overview and high data depth.
With fincite • cios, you will impress your clients with your wealth management.
Intuitive UX, holistic asset overview and high data depth. With fincite • cios you will impress your clients with your asset consulting.
Intuitive UX, holistic asset overview and high data depth. With fincite • cios, you will impress your clients with your asset advisory.
Intuitive UX, holistic wealth overview and high data depth. With fincite • cios, you can excite your customers for your wealth management.
Your all-in-one investment suite
Your All-in-One
Investment Suite
Your all-in-one investment suite
Your all-in-one investment suite
From onboarding to reporting – stay flexible and choose the right modules for your consulting.
From customer onboarding, through consulting to investment reporting–
with fincite • cios you impress your customers and advisors!
From customer onboarding, through
consulting to investment reporting – with fincite • cios you will delight your
customers and advisors!
360° Asset Aggregation
360° Asset Aggregation
360° Asset Aggregation
360° Asset Aggregation
Manual and automatic assessment of assets and liabilities (customer portfolios, real estate, crypto, etc.).
Manual and automatic assessment of assets and liabilities (portfolios, real estate, crypto, etc.).
End-to-End Onboarding
for individual, minor, joint, and business accounts.
Manual and automatic valuation of assets and liabilities (portfolios, real estate, crypto, etc.).
Analysis and evaluation
Analysis and evaluation
Analysis and evaluation
Analysis and evaluation
Assessment of all assets and liabilities with one click, including real estate (with PriceHubble or Sprengnetter).
Evaluation of all assets and liabilities with one click, including real estate
(with PriceHubble or Sprengnetter).
Portfolio Advice
Portfolio Advice
Portfolio Advice
Portfolio Advice
The software combines portfolios, live analyses, and automates processes, ensuring that the customer is at the centre.
The software combines portfolios, live analyses, and automates processes, ensuring that the customer is at the centre.
Investment goals
Investment goals
Investment goals
Investment goals
Calculation of the actual net yield taking into account costs, inflation, and taxes.
Calculation of the actual net yield taking into account costs, inflation, and taxes.
Individual financial planning
Individual financial planning
Individual financial planning
Individual financial planning
Including all assets, liabilities, customer wishes, and an overview of the expected market development.
Quantitative Analyses
Quantitative Analyses
Quantitative Analyses
Quantitative Analyses
Among others, average variance, model portfolios, Monte Carlo, risk parity, and various stress tests.
Including, among other things, average variance, model portfolios, Monte Carlo, risk parity, and various stress tests.
Efficiency gain thanks to SaaS
Efficiency gain thanks to SaaS
Efficiency gain thanks to SaaS
Efficiency gain thanks to SaaS
Fincite • cios is ready to use as turnkey software and optimizes your entire processes.
Fincite • cios is ready-to-use turnkey software
and optimizes all your processes.
Fincite • cios is ready to use as turnkey software and optimizes your entire processes.
White Label
White Label
White Label
White Label
Individually customizable to your corporate identity (logo, colors, login screen).
Customizable to your corporate design (logo, colors, login screen).
Customer Onboarding
Customer Onboarding
Customer Onboarding
Customer Onboarding
E2E digital - From 40 to 7 min.!
The Portfolio Finder brings the customer profile
together with the right strategy.
360° Asset Overview
360° Asset Overview
360° Asset Overview
360° Asset Overview
All assets including third-party deposits in one software.
Portfolio optimization
Portfolio optimization
Portfolio optimization
Portfolio optimization
From 2 hours to just a few seconds.
93%
93%
93%
Customer satisfaction
Customer satisfaction
565k+
565k+
565k+
end customers
end customers
83%
83%
83%
Cost savings
Cost savings
7k+
7k+
7k+
Financial advisor
Financial advisor
3 reasons to start today
Free 14 day trial
No credit card required
Rediscover Wealth Management
3 reasons to start today
Free 14 day trial
No credit card required
Rediscover Wealth Management
3 reasons to start today
Free 14 day trial
No credit card required
Rediscover Wealth Management
3 reasons to start today
Free 14 day trial
No credit card required
Rediscover Wealth Management
What our customers say
Lars Busch
Head of Client
Applications & Tools
Private & Corporate Banking
Hauck Aufhäuser Lampe
With CIOS, we connect previously isolated applications and processes. It is simple and attractive, not overloaded. More Apple than Photoshop.
Hauke Ole Hansen
Head of Business Development
& Direct Sales
Berenberg Privatbank
We have digitised our SAA process with Fincite. The consultants can now adjust portfolios during client meetings!
Roman Schwarze
Board of BCA AG |
Managing Director of BCA Maklerrente and asuro GmbH
BCA
With CIOS, our advisors use modern reporting and individual portfolio construction directly in client discussions.
Nick Joren
Product Owner Digital Investments
ABN AMRO Private Banking
Alfred is the result of the close collaboration between Fincite and ABN Amro. Through efficiency, quality, and expertise, Alfred provides our consultants with the tools to meet the needs of our high-end clients.
What our customers say
Lars Busch
Head of Client
Applications & Tools
Private & Corporate Banking
Hauck Aufhäuser Lampe
With CIOS, we connect previously isolated applications and processes. It is simple and attractive, not overloaded. More Apple than Photoshop.
Hauke Ole Hansen
Head of Business Development
& Direct Sales
Berenberg Privatbank
We have digitised our SAA process with Fincite. The consultants can now adjust portfolios during client meetings!
Roman Schwarze
Board of BCA AG |
Managing Director of BCA Maklerrente and asuro GmbH
BCA
With CIOS, our advisors use modern reporting and individual portfolio construction directly in client discussions.
Nick Joren
Product Owner Digital Investments
ABN AMRO Private Banking
Alfred is the result of the close collaboration between Fincite and ABN Amro. Through efficiency, quality, and expertise, Alfred provides our consultants with the tools to meet the needs of our high-end clients.
What our customers say
Lars Busch
Head of Client
Applications & Tools
Private & Corporate Banking
Hauck Aufhäuser Lampe
With CIOS, we connect previously isolated applications and processes. It is simple and attractive, not overloaded.
More Apple than Photoshop.
Hauke Ole Hansen
Head of Business
Development & Direct Sales
Berenberg Private Bank
We have digitised our SAA process with Fincite. The advisors can now adjust portfolios during client discussions!
Roman Schwarze
Board of BCA AG |
Managing Director of BCA
Brokerage Pension and asuro GmbH
BCA
With CIOS, our advisors utilize modern reporting and individual portfolio construction directly in client conversations.
Nick Joren
Product Owner Digital
Investments
ABN Amro Name
Alfred is the result of the close collaboration between Fincite
and ABN Amro. Through efficiency, quality, and expertise, Alfred provides our advisors with the tool ...
What our customers say
Lars Busch
Head of Client
Applications & Tools
Private & Corporate Banking
Hauck Aufhäuser Lampe
With CIOS, we connect previously isolated applications and processes. It is simple and attractive, not overloaded.
More Apple than Photoshop.
Hauke Ole Hansen
Head of Business
Development & Direct Sales
Berenberg Private Bank
We have digitised our SAA process with Fincite. The advisors can now adjust portfolios during client discussions!
Roman Schwarze
Board of BCA AG |
Managing Director of BCA
Brokerage Pension and asuro GmbH
BCA
With CIOS, our advisors utilize modern reporting and individual portfolio construction directly in client conversations.
Nick Joren
Product Owner Digital
Investments
ABN Amro Name
Alfred is the result of the close collaboration between Fincite
and ABN Amro. Through efficiency, quality, and expertise, Alfred provides our advisors with the tool ...
Our clients about us
Lars Busch
Head of Client
Applications & Tools
Private & Corporate Banking
Hauck Aufhäuser Lampe
With CIOS, we connect previously isolated applications and processes. It is simple and attractive, not overloaded.
More Apple than Photoshop.
Hauke Ole Hansen
Head of Business
Development & Direct Sales
Berenberg Private Bank
We have digitised our SAA process with Fincite. The advisors can now adjust portfolios during client discussions!
Roman Schwarze
Board of BCA AG |
Managing Director of BCA
Brokerage Pension and asuro GmbH
BCA
With CIOS, our advisors utilize modern reporting and individual portfolio construction directly in client conversations.
Nick Joren
Product Owner Digital
Investments
ABN Amro Name
Alfred is the result of the close collaboration between Fincite
and ABN Amro. Through efficiency, quality, and expertise, Alfred provides our advisors with the tool ...
Case Study
BCA
BCA
BCA
Download our case study and find out how we have improved wealth management for advisors and clients together.
Download our case study and find out how we have improved wealth management for advisors and clients together.
Download our case study and find out how we have improved wealth management for advisors and clients together.
Start your project with us!
Talk to our Wealth Tech experts!
Start your project with us!
Talk to our Wealth Tech experts!
Start your project with us!
Talk to our Wealth Tech experts!
Start your project with us!
Talk to our Wealth Tech experts!
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
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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