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
Holistic investment reporting
Holistic investment reporting
The reporting module of fincite • cios provides insights into
the customer's overall financial situation.
The reporting module of fincite • cios provides insights into
the customer's overall financial situation.
The reporting module of fincite • cios provides insights into the customer's overall financial situation.
The reporting module of
fincite • cios provides insights into the overall
financial situation of the customer.
The reporting module of fincite • cios provides insights into
the customer's overall financial situation.
Holistic wealth overview of the client
Holistic wealth overview of the client
Holistic Asset Overview
of the Client
Holistic wealth overview of the client
In-depth analyses and breakdowns
In-depth analyses and breakdowns
In-depth analyses and
breakdowns
In-depth analyses and breakdowns
Modern and dynamic UX
Modern and dynamic UX
Modern and intuitive UX
Modern and dynamic UX
Investment reporting: Ad-hoc & in real time
Investment reporting: Ad-hoc & in real time
Investment Reporting:
Ad-hoc & in Real-Time
Investment reporting: Ad-hoc & in real time
Enchant your advisors and clients with holistic investment reporting and gain more time for what matters: your clients.
Inspire your advisors and clients with holistic investment reporting
and gain more time for what matters: your clients.
Inspire your advisors and clients with holistic investment reporting and get more time for what matters:
Your clients.
Inspire your advisors and clients with holistic investment reporting
and gain more time for what matters: your clients.
Time saving
Time saving
Time saving
Time saving
360° investment reporting across all asset classes of the client with just a few clicks.
360° investment reporting across all asset classes of the client with just a few clicks.
Security
Security
Security
Security
Automated creation and dispatch of MiFID II reports.
The Portfolio Finder brings the customer profile
together with the right strategy.
Automated creation and dispatch of MiFID II reports.
Transparency
Transparency
Transparency
Transparency
Real-time portfolio analysis and financial overview for advisors & clients.
Real-time portfolio analysis and financial overview for advisors & clients.
Flexibility
Flexibility
Flexibility
Flexibility
Simple connection to technical portfolio infrastructure via APIs.
Simple connection to technical portfolio infrastructure via APIs.
Simple connection to technical portfolio infrastructure via APIs.
Extensive reporting analyses
Extensive reporting analyses
Extensive reporting analyses
Extensive reporting analyses
More data, more depth, more clarity – the most popular features of our investment reporting software.
More data, more depth, more clarity – the most popular features of our investment reporting software.
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
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
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
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
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 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 ...
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 ...
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
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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Wealth Management/
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Modular Wealth
Management Software
Features Fincite CIOS
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