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 cooperative and community banks:
The modular all-in-one software fincite • cios.
Your investment advice of tomorrow.
For mutual and cooperative banks:
The modular all-in-one software fincite • cios.
Your investment advisory of tomorrow.
For cooperative and community banks:
The modular all-in-one software fincite • cios. Your investment advice for tomorrow.
For cooperative and mutual banks:
The modular all-in-one software fincite • cios. Your investment advice for tomorrow.
For cooperative and mutual banks:
The modular all-in-one software fincite • cios.
Your investment advisory of 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 the
consultation to investment reporting – with fincite • cios you impress your
customers and advisors!
Atruvia Integration
Atruvia Integration
Atruvia Integration
Interfaces to the BVR world (Atruvia, DZ Bank & Union Investment) for obtaining customer and investment data from the legal systems.
Interfaces to the BVR world (Atruvia, DZ Bank & Union Investment) for obtaining customer and investment data from the legal systems.
Manual and automated assessment of assets and liabilities (portfolios, real estate, crypto, etc.).
360° Asset Aggregation
360° Asset Aggregation
360° Asset Aggregation
Manual and automatic creation and assessment of assets and liabilities (portfolios, real estate, private equity, loans, etc.).
Manual and automatic creation and assessment of assets and liabilities (portfolios, real estate, private equity, loans, etc.).
Assessment of all assets and liabilities with one click, including real estate
(with PriceHubble or Sprengnetter).
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.
Holistic investment reporting: Analyses of performance, risk, and fund look-through across all assets.
Individual financial planning
Individual financial planning
Individual financial planning
Based on future value developments of assets and liabilities, customer wishes can be planned and realized.
Based on future value developments of assets and liabilities, customer wishes can be planned and realized.
Based on future value developments 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 regulatory compliant.
Investment advice and asset management with clients – process-safe and regulatory compliant.
Family structure
Family structure
Family structure
Representation of assets in family trees and organizational charts for clear assignment to individuals or corporations.
Representation of assets in family trees and organizational charts for clear assignment to individuals or corporations.
Representation of assets in family trees and organizational charts for clear assignment 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 you can quickly
get started with:
BVR World Interfaces
BVR World Interfaces
BVR World Interfaces
Integration with Atruvia, DZ Bank and Union Investment.
Integration with Atruvia, DZ Bank and Union Investment.
Asset aggregation
Asset aggregation
Asset aggregation
Holistic analyses and overviews of all assets.
The portfolio finder brings the customer profile
together with the right strategy.
Holistic analyses and overviews of all assets.
MIFID II advisory
MIFID II advisory
MIFID II advisory
MiFID II compliant wealth management.
SaaS technology
SaaS technology
SaaS technology
Start immediately with modern software.
Launch immediately with 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
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Wealth Management/
Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
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Wealth Management/
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Modular Wealth
Management Software
Features Fincite CIOS
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