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
Individual & holistic wealth planning
Individual & holistic wealth planning
Individual & holistic wealth planning
Analyse and structure the client's assets and
prepare your client as best as possible for their future.
Analyse and structure the client's assets and
prepare your client as best as possible for their future.
Analyse and structure the client's assets and prepare your client as best as possible for their future.
Risk-aware
Risk-aware
Risk-aware
Risk-aware
Goal-oriented
Goal-oriented
Goal-oriented
Goal-oriented
Optimization
Optimization
Optimization
Optimization
Your advantages as a consultant
Your advantages as a consultant
Your advantages as a consultant
Your Benefits
as a Consultant
With fincite • cios you can accelerate time-consuming tasks
and focus on what matters - namely your customers.
With fincite • cios you can accelerate time-consuming tasks
and focus on what matters - namely your customers.
Through fincite • cios you can speed up time-consuming tasks and focus on what matters -
namely your clients.
Time saving
Time saving
Time saving
Time saving
Asset optimization
with just a few clicks.
Asset optimization
with just a few clicks.
Asset optimization
with just a few clicks.
Transparency
Transparency
Transparency
Transparency
Increase your customer's trust by
Increase your customer's trust by
The Portfolio Finder brings the customer profile
together with the right strategy.
Increase your customers' trust through
Individuality
Individuality
Individuality
Individuality
Personalization to customer needs.
Personalization to customer needs.
Personalization for
customer needs.
Security
Security
Security
Security
Identify and minimize risks early.
Identify and minimize risks early.
Recognizing risks early
and minimizing them.
Optimize wealth – Achieve goals
Optimize assets – achieve goals
Optimize assets – achieve goals
Optimize assets – Achieve goals
Tailored investment strategies for your customers' goals.
Tailored investment strategies for your customers' goals.
Tailored investment strategies for
the goals of your clients.
Tailored investment strategies for your customers' goals.
Strategic Asset Allocation (SAA)
Strategic asset allocation optimizes your client's wealth – based on the investor profile supported by financial algorithms. Visually demonstrate the comparison between the current and optimized wealth structure. Present your client with a tailored solution.
Wealth Forecast
Investitionsziele
Strategic Asset Allocation (SAA)
Strategic asset allocation optimizes your client's wealth – based on the investor profile supported by financial algorithms. Visually demonstrate the comparison between the current and optimized wealth structure. Present your client with a tailored solution.
Wealth Forecast
Investitionsziele
Strategic Asset Allocation (SAA)
Strategic asset allocation optimizes your client's wealth – based on the investor profile supported by financial algorithms. Visually demonstrate the comparison between the current and optimized wealth structure. Present your client with a tailored solution.
Wealth Forecast
Investitionsziele
Strategic Asset Allocation (SAA)
Strategic asset allocation optimizes your client's wealth – based on the investor profile supported by financial algorithms. Visually demonstrate the comparison between the current and optimized wealth structure. Present your client with a tailored solution.
Wealth Forecast
Investitionsziele
Strategic Asset Allocation (SAA)
Strategic asset allocation optimizes your client's wealth – based on the investor profile supported by financial algorithms. Visually demonstrate the comparison between the current and optimized wealth structure. Present your client with a tailored solution.
Wealth Forecast
Investitionsziele
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 ...
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 ...
Presentation
Individual asset planning
Individual asset planning
Individual asset planning
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
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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