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Free 14-day trial!
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WealthTech Software from the heart of Frankfurt. Learn more about us.

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Wanna revolutionize the world of digital investments with us? This way!

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All partners at a glance, from custodian banks to software partners.

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Revolutionizing the WealthTech scene together!

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Our offerings range from onboarding to reporting as self-service, assisted or hybrid solution.

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Our Software Solutions for your Customer Onboarding as Self Execution, Advisor Guided or Hybrid!

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Whether 100% digital or hybrid with personal advice, our software adapts to your operating model in a modular way.

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From SAA Construction, Advisor Software to Portfolio Management. Our software digitizes your process E2E.

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Transaction Ordering. Contact us for more information.

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From asset aggregation to portfolio analysis with CIOS.Reporting you get all your clients' asset data - prepared in intuitive dashboards.

- Download free Whitepaper -

Digital Investment Reporting
with CIOS.Reporting

 

Excite your clients and advisors! 

From asset aggregation to portfolio analysis with CIOS.Reporting you get all asset data of your customers - prepared in an intuitive frontend.

Download our digital reporting presentation [free] now and benefit from:

  • Significant time savings per reporting
  • Linking of portfolio data with market data (Morningstar)
  • Fast identification of risks and potentials
  • Modern dashboards (front ends) and intuitive charts
  • Generation of discussion points
  • Access for advisors and customers

Download CIOS.Reporting Whitepaper

Your WealthTech Experts

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Our Promise:

Get the Case Study directly into your email box.

Discuss your digitization project with our experts. Whether it's customer onboarding, digital or hybrid consultation, ESG or investment reporting.

Personal demo on request.

 

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