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
360° Wealth Management
for Regional Pioneers
360° Wealth Management
for regional pioneers
360° Wealth Management
for regional pioneers
360° Wealth Management
for regional pioneers
For savings banks:
The modular all-in-one software fincite • cios.
Your investment advice for tomorrow.
For Savings Banks:
The modular all-in-one software fincite • cios.
Your investment advice for tomorrow.
For savings banks and cooperative banks:
The modular all-in-one software
fincite • cios – Your investment advice
of tomorrow.
For savings banks and cooperative banks.
The modular all-in-one software
fincite • cios. Your investment advice
for tomorrow.
Convince on site
Convince on site
Convince on site
Convince on site
Thanks to intuitive software. This is how you impress your clients with your investment advice.
From customer onboarding, through consulting to investment reporting –
with fincite • cios, you will impress your customers and consultants!
From customer onboarding, through
consulting to investment reporting – with fincite • cios you excite your
customers and advisors!
Wealth aggregation
Wealth aggregation
Wealth aggregation
Manual and automatic creation and evaluation of assets and liabilities (portfolios, real estate, private equity, loans, and much more).
End-to-End Onboarding
for individual, minor, joint, and business accounts.
Manual and automatic creation and evaluation of assets and liabilities (portfolios, real estate, private equity, loans, and much more).
Manual and automatic assessment of assets and liabilities (portfolios, real estate, crypto, etc.).
360° Analysis
360° Analysis
360° Analysis
Holistic investment reporting: Analyses of performance, risk, and fund look-through across all assets.
Holistic investment reporting: Analyses of performance, risk, and fund look-through across all assets.
Assessment of all assets and liabilities with a single click, including real estate
(with PriceHubble or Sprengnetter).
Individual financial planning
Individual financial planning
Individual financial planning
Based on future changes in the value of assets and liabilities, customer wishes can be planned and realized.
Based on future changes in the value of assets and liabilities, customer wishes can be planned and realized.
Based on future changes in the value of assets and liabilities, customer wishes can be planned and realized.
MiFID II compliant
MiFID II compliant
MiFID II compliant
Investment advice and asset management with clients – process-safe and compliant with regulations.
Investment advice and asset management with clients – process-safe and compliant with regulations.
Investment advice and asset management with clients – process-safe and compliant with regulations.
SAA Optimization
Optimization of the target allocation across all asset classes and liabilities, based on the investment preferences of the customer.
Optimization of the target allocation across all asset classes and liabilities, based on the investment preferences of the customer.
Family structure
Representation of assets in family trees and organizational charts for clear attribution to individuals or corporations.
Representation of assets in family trees and organizational charts for clear attribution to individuals or corporations.
Representation of assets in family trees and organizational charts for clear attribution to individuals or corporations.
The performance boost for your investment advice!
The performance boost for your investment advice!
The performance boost for your investment advice!
The performance boost
for your consulting!
4 strong advantages that you can quickly get started with:
4 strong advantages that you can quickly get started with:
4 strong advantages that will help you get started quickly:
Wealth aggregation
Wealth aggregation
Wealth aggregation
Holistic analyses and overviews of all assets.
Holistic analyses and overviews of all assets.
DEKA-World Integration
DEKA-World Integration
DEKA-World Integration
Incorporate assets from DEKA and external sources.
The portfolio finder brings the customer profile
together with the right strategy.
Incorporate assets from DEKA and external sources.
MIFID II compliant advice
MIFID II compliant advice
MIFID II compliant advice
Conducting compliant asset consultations according to MIFID II.
Conducting compliant asset consultations according to MIFID II.
SaaS technology
SaaS technology
SaaS technology
Get started immediately with our modern 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
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