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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.

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Benefits of our Analytical Engine:


Get a wide range of analytical techniques and analyses.


We provide you 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

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

Delivery models

The Analytical Engine can be used in different ways:



Connect to our API and receive the analytics



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

CIOS Dashboard

Dashboard for Advisors and Customer

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What our customers say about our digital investment platform software:

“We are glad to have the tech experts from Fincite as our partner”

Jurgen Vandenbroucke, Managing Director at everyoneINVESTED


“The collaboration with Fincite will enables us to make our investment research services directly available to our partners, especially from the perspective of Bank für Vermögen AG, in client advisory services, but also in individual portfolio construction.”

Marc Sattler, BCA & BfV Board Member


“Prospery and Fincite have been working together since 2017. Within only a couple of months, Fincite was able to develop a complete portfolio management solution. We would work with them again at any time!”

Andrew Trythall, Product Owner Prospery / Kendu


“With our partners of Fincite, we could excite some of our clients. We brought intelligence and Insights directly into the portfolios our clients’ customers, by leveraging Thomson Reuters strong data capabilities with Fincites’ Algorithms.”

Christian Kammler, Sales Manager Refinitiv


“Life Insurers need innovative Products to serve customers digitally. The integrated Robo Advisor from Fincite is an excellent solution, which is actively used by numerous renowned financial institutions. Together with msg life we will now offer new opportunities in advice, customer retention and sales to life insurance.”

Milenko Radic, Geschäftsführer Msg life


“Evergreen is aiming for technological leadership in digital financial planning and investing. Fincite’s CIOS is paving the way from our state- of-the-art asset management to a great customer experience.”

Iven Kurz, CEO Evergreen


”OWNLY and Fincite share the vision of a digital private bank and family office. This led to fruitful exchanges about future services and features.”

Nicholas Ziegert, CEO W&Z FinTech OWNLY


”Together with Fincite, we have created a new-generation financial analysis tool. Their innovative thinking combined with their strong focus on financial mathematics led to an impressively efficient tool for our clients.”

Sebastian Napiralla, Director Lampe Asset Management


”The combination of extensive experience in the financial sector with a fresh innovative approach and dedication makes Fincite the perfect partner for us.”

Dirk-Jan Schuiten, CEO Prospery


”With Fincite.CIOS, we can manage complex portfolios automatically. This strengthens the efficiency of our consultants and helps them focus on the essentials: the customer.”

Ronald Tuinenga, Product Owner Digital Investments ABN AMRO