Analytical Engine

CIOS Analytical Engine


The Analytical Engine is our tool for building a portfolio health check, MiFID II reporting, or other analysis such as stress testing or customer insight

Our Analytical Engine is the foundation for generating financial information, next-best actions for the client and sales impulses to the consultant or sales manager. Our software therefore includes a variety of algorithms to examine the financial situation and portfolio of retail, residential and institutional clients. Within our modular architecture, banks, asset managers and insurance companies can easily add algorithms to their own set of rules.

Analytical techniques for Portfolio Analysis and Personal Financial Analysis including MiFID II reporting:

We provide a wide range of analytical techniques as well as analyses

We are able to provide our clients a MiFID II compliant on-boarding process

Our best-in-class analytics software comes with numerous features

Portfolio Analysis

  • Portfolio allocation (including fund look-through)
  • Portfolio performance and indicators (e.g. Alpha, Beta, Sharpe ratio, tracking error)
  • Portfolio risks (e.g. volatility, Maximum Drawdown, Value at Risk, Conditional Value at Risk)
  • Portfolio optimizations (e.g. Mean-Variance, Risk Parity, Black-Littermann, Model Portfolio)
  • Performance attributions
  • Benchmarking
  • Stress testing
  • Efficient frontier
  • Diversification measures (regional, sectoral, company size) (Diversification ratio, Herfindahl-Hirschman Index, Gini coefficient, dispersion)
  • Sustainability scoring
Fincite CIOS
Fincite Software Digital Wealth Management

Personal financial analysis

  • MiFID II compliant client on-boarding: Risk-bearing capacity, knowledge and experience, financial situation
  • Savings potentials
  • Retirement gaps
  • Savings planning
  • Withdrawal planning
  • Financial performance
Fincite Software Digital Wealth Management

All the techniques are applied to find the individual next-best action for the customer, advisor, or sales department of our clients.

Delivery models

The Analytical Engine can be used in different ways:

API

Connect to our API and receive the analytics

Reporting

Predefined reports like MiFID II reporting, relevant loss report

IFTTT Engine

Build your own rules on top of our data model

Chart library

Receive prepared charts

CIOS Dashboard

Dashboard for Advisors and Customer

What our customers say about our digital wealth management software: