Portfolio Optimization
for end customers (B2C) and institutional customers.
Our Software Solutions for your Customer Onboarding as Self Execution, Advisor Guided or Hybrid!
Whether 100% digital or hybrid with personal advice, our software adapts to your operating model in a modular way.
From SAA Construction, Advisor Software to Portfolio Management. Our software digitizes your process E2E.
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From asset aggregation to portfolio analysis with CIOS.Reporting you get all your clients' asset data - prepared in intuitive dashboards.
In this case study, we show you how we built the digital bridge for intelligent investment advisory between BCA´s brokers and clients based on our modular software Fincite.CIOS.
Die BCA-Gruppe ist eine feste Größe im intermediären deutschen Finanzdienstleistungsgeschäft. Als Full-Service-Dienstleister für unabhängige Vermittler, Mehrfachagenten und gebundene Vermittler stellen die BCA, die BCA VVS und die Bank für Vermögen eine umfassende Angebots- und Abwicklungsinfrastruktur für Versicherungs- und Investmentgeschäft, sowie verschiedene digitalen Schnittstellen zum Kunden zur Verfügung.
BCAs Vision war es ihren Kund:innen und Berater:innen die beste digitale Investment-Experience im Finanzdienstleistungssektor zu bieten. Dieses Zukunftsbild war der Auslöser für unsere Zusammenarbeit. Die Herausforderung bestand also darin, eine digitale und intuitiv zu bedienende Investment-Plattform zu schaffen, die allen Anforderungen der BCA erfüllt; und zwar vom Onboarding bis zum Reporting.
Considering BCA's vision Fincite implemented a multi-module platform, which was seamlessly integrated into BCA’s existing software, DIVA. The new investment platform allows BCA brokers to digitally manage their entire financial advice journey. Now, brokers and clients are provided with holistic portfolio insights and ad-hoc, single, and series reports. The platform also allows the integration of various custodian banks and includes:
The new digital platform offers a holistic financial analysis for freelance brokers and helps them to intensify their customer relationships. In addition, the software allows for extensive investment analysis to be created for both advisors and their clients. The new reporting includes:
With our Software Fincite.CIOS, BCA does now fully fulfill the regulation on sustainability-related disclosure in the financial services sector. BCA investment advisors and wealth managers will guide the customer through an ESG-compliant onboarding and will be able to create investment proposals based on environmental, social, and governance criteria that really meet the sustainable criteria of their customers. The ESG feature will:
for end customers (B2C) and institutional customers.
Python, Django, React
Investment analysis and reporting, performance, profit and loss and risk calculation, portfolio data processing.
With our new investment platform, our consultants were able to double the share of wallet with their clients.