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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
Digital order execution
Digital order execution
Digital order execution
Digital order execution
The ordering module from fincite • cios represents the latest in order management via custodians, FIX protocols, or SWIFT protocols.
The ordering module from fincite • cios represents the latest in order management via custodians, FIX protocols, or SWIFT protocols.
The ordering module from fincite • cios represents the latest in order management via custodians, FIX protocols, or SWIFT protocols.
All orders in one place
All orders in one place
All orders in one place
All orders in one place
Regulatorily compliant
Regulatorily compliant
Regulatorily compliant
Regulatorily compliant
With a few clicks
With a few clicks
With a few clicks
With a few clicks
Simple and digital order processing
Simple and digital order processing
Simple and digital order processing
Simple and digital order processing
Monitors and tracks past and upcoming transactions triggered by advisors or clients,
as well as capital measures of your clients' financial instruments.
Monitors and tracks past
and upcoming transactions initiated by advisors or clients, as well as capital measures of your clients' financial instruments.
Monitors and tracks past and upcoming transactions,
triggered by advisors or clients, as well as capital measures
of your clients' financial instruments.
Monitors and tracks past and upcoming transactions triggered by advisors or clients, as well as capital measures of your clients' financial instruments.
Efficiency
Efficiency
Efficiency
Efficiency
All orders in one place.
Security
Security
Security
Security
Regulatory requirements are automatically met.
Regulatory requirements
automatically fulfilled.
Regulatory requirements
automatically fulfilled.
The Portfolio Finder brings the customer profile
together with the right strategy.
Processing
Processing
Processing
Processing
Seamless order processing
with external systems.
Flexibility
Flexibility
Flexibility
Flexibility
Order execution and
processing in the order book.
Order execution and
processing in the order book.
Order execution and
processing in the order book.
All Orders at a Glance
All Orders at a Glance
All Orders at a
Glance
All Orders at a Glance
Complex order execution made easy - execution with just one click.
Complex order execution made easy - execution with just one click.
Complex order execution made easy - execution with just one click.
The order book
All orders in one place: The order book displays orders created during the consulting process and prepares them for execution. Through a direct connection with external systems, the orders can be executed or rejected directly. The order status is continuously updated to keep track of the status of the order.
Connection with external banking systems
Order review
The order book
All orders in one place: The order book displays orders created during the consulting process and prepares them for execution. Through a direct connection with external systems, the orders can be executed or rejected directly. The order status is continuously updated to keep track of the status of the order.
Connection with external banking systems
Order review
The order book
All orders in one place: The order book displays orders created during the consulting process and prepares them for execution. Through a direct connection with external systems, the orders can be executed or rejected directly. The order status is continuously updated to keep track of the status of the order.
Connection with external banking systems
Order review
The order book
All orders in one place: The order book displays orders created during the consulting process and prepares them for execution. Through a direct connection with external systems, the orders can be executed or rejected directly. The order status is continuously updated to keep track of the status of the order.
Connection with external banking systems
Order review
The order book
All orders in one place: The order book displays orders created during the consulting process and prepares them for execution. Through a direct connection with external systems, the orders can be executed or rejected directly. The order status is continuously updated to keep track of the status of the order.
Connection with external banking systems
Order review
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 ...
Presentation
Digital asset management
Digital asset management
Digital asset management
Download our presentation and learn how we have improved wealth management for advisors and clients together.
Download our presentation and learn how we have improved wealth management for advisors and clients together.
Download our presentation and learn how we have improved wealth management for advisors and clients together.
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!
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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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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Wealth Management/
Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
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Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
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