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
Private banks love
us because…
Private banks love us because...
Private banks love
us because…
Private banks love us because...
our intuitive UX, holistic asset overview
and the high data depth. With fincite • cios you excite
your clients about your asset consulting.
our intuitive UX, holistic asset overview and the high data depth. With fincite • cios you excite your clients about your asset consulting.
our intuitive UX, holistic asset overview
and the high data depth. With fincite • cios, you excite
your clients for your wealth management.
our intuitive UX, holistic asset overview, and the high data depth. With fincite • cios, you excite
Your clients for your asset consulting.
with our intuitive UX, holistic asset overview, and high data depth. With fincite • cios, y
ou will impress your clients for your asset advisory.
The all-in-one consulting software
The all-in-one consulting software
The all-in-one consulting software
The all-in-one consulting software
From customer onboarding, through consulting to investment reporting.
With fincite • cios, you impress your clients and advisors!
From customer onboarding, through consulting to investment reporting.
With fincite • cios, you delight your clients and advisors!
From customer onboarding, through consulting to investment reporting.
With fincite • cios you will impress your clients and advisors!
From customer onboarding, through consulting to investment reporting –
with fincite • cios you will impress your clients and advisors!
From customer onboarding, through consulting to investment reporting – with fincite • cios you impress your clients and advisors!
Customer onboarding
Customer onboarding
Customer onboarding
Customer onboarding
End-to-End onboarding for individual, minor, joint, and business accounts.
End-to-End Onboarding
for individual, minor, joint, and corporate accounts.
End-to-End onboarding for individual, minor, joint, and business accounts.
End-to-End onboarding for individual, minor, joint, and business accounts.
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 (customer portfolios, real estate, crypto, etc.).
Manual and automatic assessment of assets and liabilities (portfolios, real estate, crypto, etc.).
Manual and automatic valuation of assets and liabilities (portfolios, real estate, crypto, etc.).
DPM process
DPM process
DPM process
DPM process
Simple selection of the best asset strategy based on the risk profile and investment preferences.
Simple selection of the best asset strategy based on the risk profile and investment preferences.
Simple selection of the best asset strategy based on
the risk profile and investment preferences.
Simple selection of the best asset strategy based on the risk profile and investment preferences.
SAA Optimization
SAA Optimization
SAA Optimization
SAA Optimization
Easy creation and management of the target allocation of asset classes, based on investment preferences.
Easy creation and management of the target allocation of asset classes, based on investment preferences.
Easy creation and management of the target allocation of asset classes, based on investment preferences.
Easy creation and management of the target allocation of asset classes, based on investment preferences.
Portfolio Advice
Portfolio Advice
Portfolio Advice
Portfolio Advice
Portfolios, investment ideas, live analyses, and automated regulatory processes – all combined in one software.
Portfolios, investment ideas, live analyses, and automated regulatory processes – all combined in one software.
Portfolios, investment ideas, live analyses, and automated regulatory processes – all combined in one software.
Portfolios, investment ideas, live analysis, and automated regulatory processes – all combined in one software.
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.
Holistic investment reporting: analyses of breakdowns, performance, risk analysis, and fund look-through.
The performance boost for your investment advice!
The performance boost for your investment advice!
The performance boost for
Your consulting!
The performance boost
for your consulting!
With fincite • cios you can digitise time-consuming and manual processes.
Your advisors thus have more time for what matters – your clients!
With fincite • cios, you digitalise time-consuming and manual processes.
Your advisors thus have more time for what matters – your clients!
With fincite • cios, you can digitise
time-consuming and manual processes.
Your consultants thus have more time for
what matters – your clients!
Benchmarks & Analyses
Benchmarks & Analyses
Benchmarks & Analyses
Benchmarks & Analyses
Comprehensive analysis tools, such as performance vs. benchmarks, metrics like the Sharpe ratio.
Comprehensive analysis tools, such as performance vs. benchmarks, metrics like the Sharpe ratio.
Comprehensive analysis tools, such as performance vs. benchmarks, metrics like the Sharpe ratio.
Comprehensive analysis tools, such as performance versus benchmarks, metrics like Sharpe Ratio.
Portfolio Finder
Portfolio Finder
Portfolio Finder
Portfolio Finder
Union of the customer profile with the appropriate strategy.
The Portfolio Finder brings the customer profile
together with the right strategy.
Union of the customer profile with the appropriate strategy.
Family structure
Family structure
Family structure
Family structure
Illustration of the entire family and ownership structure.
Illustration of the entire family and ownership structure.
Illustration of the entire family and ownership structure.
Wealth Forecast
Wealth Forecast
Wealth Forecast
Wealth Forecast
Simple calculation of target returns to find the right investment proposal.
Simple calculation of target returns to find the right investment proposal.
Simple calculation of target returns to find the right investment proposal.
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
Hauck Aufhäuser Lampe
Hauck Aufhäuser Lampe
Hauck Aufhäuser Lampe
Download our case study and learn,
how we have jointly improved wealth management for
advisors and clients.
Download our case study and find out
how we improved Wealth Management for
advisers and clients.
Download our Case Study and find out how we have improved Wealth Management for advisors and clients together.
Download our case study and learn, how we have jointly improved wealth management for advisors and clients.
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: