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
Tailored wealth management
Tailored wealth management
Tailored wealth management
Digital asset management with fincite • cios.
The all-in-one software for advisors.
Digital asset management with
fincite • cios. The all-in-one software
for advisors.
Digital asset management with fincite • cios. The all-in-one software for advisors.
From onboarding to reporting
From onboarding to reporting
From onboarding to reporting
From onboarding to reporting
Stay flexible and choose the right modules for your consultation.
From customer onboarding, through
consulting to investment reporting – with fincite • cios you inspire your
customers and advisors!
From customer onboarding, through consulting to investment reporting –
with fincite • cios you captivate 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 valuation of assets and liabilities (portfolios, real estate, crypto, etc.).
End-to-End Onboarding
for individual, minor, joint, and business accounts.
Manual and automatic assessment of assets and liabilities (customer portfolios, real estate, crypto, etc.).
MiFID II investment advice
MiFID II investment advice
MiFID II investment advice
MiFID II investment advice
Risk profiling, suitability statement, regulatory review of securities, ex-ante costs.
Risk profiling, suitability statement, regulatory review of securities, ex-ante costs.
Risk profiling, suitability statement, regulatory review of securities, ex-ante costs.
360° Reporting
360° Reporting
360° Reporting
360° Reporting
Holistic investment reporting: analyses of breakdowns, performance, risk analysis, and fund look-through.
Holistic investment reporting: analyses of breakdowns, performance, risk analysis, and fund look-through.
Holistic investment reporting: analyses of breakdowns, performance, risk analysis, and fund look-through.
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.
Including all assets, liabilities, customer wishes, and an overview of the expected market development.
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.
Among others, average variance, model portfolios, Monte Carlo, risk parity, and various stress tests.
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.
Calculation of the actual net yield taking into account costs, inflation, and taxes.
The performance boost for your investment advice!
The Performance Boost
for Your Consulting!
The performance boost for your investment advice!
The performance boost for your investment advice!
So you have more time for what matters: Your customer relationship.
So you have more time for what matters: Your customer relationship.
So you have more time for what matters: Your customer relationship.
WpHG Profiling
WpHG Profiling
WpHG Profiling
WpHG Profiling
Digital WpHG profiling of the customer.
Digital WpHG profiling of the customer.
Digital advisory process
Digital advisory process
Digital advisory process
Digital advisory process
MiFID II compliant advisory process, including document creation
The portfolio finder brings the customer profile
together with the right strategy.
MiFID II compliant advisory process, including document creation
Efficiency improvement
Efficiency improvement
Efficiency improvement
Efficiency improvement
Average increase in AuM of 17%, thanks to digital investment advice.
Average increase in AuM of 17%, thanks to digital investment consulting.
360° Asset Overview
360° Asset Overview
360° Asset Overview
360° Asset Overview
All assets including third-party deposits in one software.
All assets including third-party deposits in one 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.
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 ...
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 ...
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
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Wealth Management/
Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
© 2024 Fincite GmbH. All rights reserved.
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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
Follow us on: