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
All family assets
at a glance
All family assets
at a glance
All family assets
at a glance
All family assets
at a glance
Intuitive UX, holistic asset overview and high data depth - the software for the family office of tomorrow.
Intuitive UX, holistic wealth overview, and high data depth. With fincite • cios, you impress your clients with your wealth management.
Intuitive UX, holistic asset overview and deep data quality. With fincite • cios, you will excite your clients about your wealth advice.
All-in-One Wealth Management Software
All-in-One Wealth
Management Software
All-in-One Wealth Management Software
All-in-One Wealth Management Software
So that wealth managers can focus on the family's investment goals and assets.
From customer onboarding, through consulting to investment reporting –
with fincite • cios you will impress your customers and advisors!
From customer onboarding, through
consulting to investment reporting – with fincite • cios you will delight your
customers and advisors!
Data quality
Data quality
Data quality
Data quality
Whether direct custody account connection or extracting account statements; we offer the right method for every family office.
Whether direct custody account connection or extracting account statements; we offer the right method for every family office.
End-to-End Onboarding
for individual, minor, joint, and business accounts.
Whether direct custody account connection or extracting account statements; we offer the right method for every family office.
Consolidation of all assets
Assets
Assets
Consolidation of all assets
All assets and liabilities of the family can be recorded and assessed both manually and automatically.
All assets and liabilities of the family can be recorded and assessed both manually and automatically.
All assets and liabilities of the family can be recorded and assessed both manually and automatically.
Holistic investment reporting
Holistic investment reporting
Holistic
Investment Reporting
Holistic investment reporting
Analyses of breakdowns, performance, risk analysis, and fund look-through.
Analyses of breakdowns, performance, risk analysis, and fund look-through.
Analyses of breakdowns, performance, risk analysis, and fund look-through.
SAA Optimization
SAA Optimization
SAA Optimization
SAA Optimization
Simple optimization of the new allocation across all asset classes, based on the family's individual investment preferences.
Simple optimization of the new allocation across all asset classes, based on the family's individual investment preferences.
Direct order placement
from fincite • cios via interfaces to custody banks and OMS.
Simple optimization of the new allocation across all asset classes, based on the family's individual investment preferences.
Family and asset overview
Family and asset overview
Family &
Asset Overview
Family and asset overview
Overall financial situation of the family illustrated as a family structure.
Overall financial situation of the family illustrated as a family structure.
Wealth planning
Wealth planning
Wealth planning
Wealth planning
Holistic financial planning considering all relevant assets, events, and the family's wishes.
Holistic financial planning considering all relevant assets, events, and the family's wishes.
Holistic financial planning considering all relevant assets, events, and the family's wishes.
The modern software for your Family Office!
The modern software for your Family Office!
The modern software for your Family Office!
The modern software for your Family Office!
To keep the most important thing in focus: the family.
With fincite • cios, you digitise time-consuming and manual processes.
Your consultants thus have more time for what matters – your customers!
With fincite • cios, you digitise time-consuming and manual processes.
Your consultants thus have more time for what matters – your customers!
To keep the most important thing in focus:
the family.
White Label
White Label
White Label
White Label
Colors, logos, URL and login can be customized for the Family Office.
Colors, logos, URL and login can be customized for the Family Office.
Modular software
Modular software
Modular software
Modular software
All-in-One or individual modules - fincite • cios is tailored to individual needs.
All-in-One or individual modules - fincite • cios is tailored to individual needs.
The Portfolio Finder brings the customer profile
together with the right strategy.
Newsfeed
Task Manager
Newsfeed
Newsfeed
Newsfeed
Our task manager is configurable and can notify about any events related to the family and their financial situation.
Our task manager is configurable and can notify about any events related to the family and their financial situation.
Postbox
Benchmarking
Postbox
Postbox
Postbox
Ensures quick communication with the customer within the software.
Various instruments with different weightings can be combined into a benchmark.
Ensures quick communication with the customer within the software.
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 ...
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
© 2024 Fincite GmbH. All rights reserved.
Follow us on: