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° Consultant Software
for Global Pioneers
360° Consultant Software
for Global Pioneers
360° Advisor Software
for global pioneers
360° Advisor Software
for Global Pioneers
With fincite • cios, you excite your clients and advisors about your Wealth Management consulting, from client onboarding to investment reporting.
With fincite • cios, you excite your clients and advisors about your Wealth Management consulting, from client onboarding to investment reporting.
With fincite • cios, you impress your customers and advisors for your
wealth management, from customer onboarding to investment reporting.
With fincite • cios, you can excite
Your clients and advisors about your investment advice, from client onboarding to investment reporting.
All-in-One Wealth Management Software
All-in-One Wealth Management Software
All-in-One Wealth Management Software
All-in-One Wealth
Management Software
Modularly adjustable to your needs. You decide which modules you want to integrate.
From customer onboarding, through
consultation 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 impress your customers and advisors!
Customer onboarding
Customer onboarding
Customer onboarding
Customer onboarding
End-to-end onboarding (WPHG profiling and account opening processes) for individual, minor, joint, and business accounts.
End-to-end onboarding (WPHG profiling and account opening processes) for individual, minor, joint, and business accounts.
End-to-End Onboarding
for individual, minor, joint, and business accounts.
End-to-end onboarding (WPHG profiling and account opening processes) for individual, minor, joint, and business accounts.
360° Asset Aggregation
360° Asset Aggregation
360° Asset Aggregation
360° Asset Aggregation
Manual and automatic creation and evaluation of assets and liabilities (portfolios, real estate, private equity, loans, etc.).
Manual and automatic evaluation of assets and liabilities (portfolios, real estate, crypto, etc.).
Manual and automatic creation and evaluation of assets and liabilities (portfolios, real estate, private equity, loans, etc.).
360° analysis
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 Breakdowns, Performance, Risk Analysis, and Fund Lookthrough.
Holistic investment reporting: analyses of performance, risk, and fund look-through across all assets.
MiFID II compliant
MiFID II compliant
MiFID II compliant
Investment advice and asset management with clients – process-secure and regulatory compliant.
Direct order placement from
fincite • cios via interfaces to custody banks and order management systems.
Investment advice and asset management with clients – process-secure and regulatory compliant.
Bestellung
Direct order placement from fincite • cios via interfaces to custodians and order management systems.
Direct order placement from fincite • cios via interfaces to custodians and order management systems.
SAA Optimization
SAA Optimization
SAA Optimization
SAA Optimization
Optimization of the target allocation across all asset classes and liabilities, based on the investment preferences of the client.
Portfolios, investment ideas, live analyses and automatic regulatory processes –
all combined in one software.
Optimization of the target allocation across all asset classes and liabilities, based on the investment preferences of the client.
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!
With fincite • cios, you digitize time-consuming and manual processes. Your consultants thus have more time for what matters – your clients!
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 digitise time-consuming and manual processes.
Your consultants therefore have more time for what matters – your customers!
Wealth aggregation
Wealth aggregation
Wealth aggregation
Wealth aggregation
Holistic asset analysis with direct custodian connection and portfolio extraction.
Holistic asset analysis with direct custodian connection and portfolio extraction.
Custody account connection
Custody account connection
Custody account connection
Custody account connection
Automatic reading of accounts for seamless integration.
The portfolio finder brings the customer profile
together with the right strategy.
Automatic reading of accounts for seamless integration.
MIFID II advice
MIFID II advice
MIFID II advice
MIFID II advice
Conducting compliant asset advisory services according to MIFID II.
Conducting compliant asset advisory services according to MIFID II.
SaaS technology
SaaS technology
SaaS technology
SaaS technology
Start immediately thanks to modern software technology.
Start immediately thanks to modern software technology.
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 ...
Case Study
ABN Amro
ABN Amro
ABN Amro
Download our case study and find out how we improved wealth management for advisors and clients together.
Download our case study and find out how we improved wealth management for advisors and clients together.
Download our case study and find out how we improved wealth management for advisors and clients together.
Starte Dein Projekt mit uns!
Komm mit unseren Wealth-Tech-Experten ins Gespräch!
Starte Dein Projekt mit uns!
Komm mit unseren Wealth-Tech-Experten ins Gespräch!
Starte Dein Projekt mit uns!
Komm mit unseren Wealth-Tech-Experten ins Gespräch!
Starte Dein Projekt mit uns!
Komm mit unseren Wealth-Tech-Experten ins Gespräch!
Wealth Management/
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Modular Wealth
Management Software
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Financial Planning
Modular Wealth
Management Software
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Management Software
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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
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