Holistic investment reporting
The reporting module of fincite • cios provides insights into the customer's overall financial situation.
Holistic wealth overview of the client
In-depth analyses and breakdowns
Modern and dynamic UX
Investment reporting: Ad-hoc & in real time
Inspire your advisors and clients with holistic investment reporting
and gain more time for what matters: your clients.
Time saving
360° investment reporting across all asset classes of the client with just a few clicks.
Security
The Portfolio Finder brings the customer profile
together with the right strategy.
Transparency
Real-time portfolio analysis and financial overview for advisors & clients.
Flexibility
Simple connection to technical portfolio infrastructure via APIs.
Extensive reporting analyses
More data, more depth, more clarity – the most popular features of our investment reporting software.
Analysis and Benchmark Reporting
Advisors and clients gain deep insights into portfolio performance over various periods. The software allows for direct comparison with specific benchmarks and provides detailed analyses by categories and instruments, as well as metrics such as loss deviation, Sharpe ratio, Sortino ratio, and much more.
Breakdowns
Risk analysis
Simulations
Sustainability
Reporting
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 ...
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:
