Skip to the main content.
Icon About usAbout us

WealthTech Software from the heart of Frankfurt. Learn more about us.

Icon CareerCareer

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

Icon-Ecosystem FinciteEcosystem

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

Icon EventEvents

Revolutionizing the WealthTech scene together!

CIOS.Reporting Logo

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

Icon OnboardingOnboarding

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

Icon AdviceAdvice

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

Icon InvestmentInvestment

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

Icon OrderingOrdering

Transaction Ordering. Contact us for more information.

Icon ReportingReporting

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

What's New?

Fintech Blog for Digital Investments, Fintech Software, WealthTech and Fincite company updates.

Excite customers with customer-centric digital banking solutions

Increase simplicity for the advisor and the client by efficiently managing complexity in the backend!

Read more

Kundenzentriert arbeiten & für Digitale Banking Lösungen begeistern

Erhöhen Sie die Benutzerfreundlichkeit für Kunden und Berater durch Verlagerung der Komplexität für den Kunden in den Hintergrund.

Read more

How technology  improves  the client-advisor relationship

The relationship between financial advisors and their clients is builton trust.The levels ofthis trust and reliabilityareoften formed over an...

Read more

Financial Advice 2.0: Inventing super-human advisors

In a world where technology is ever-changing and regulationsever-increasing, human advice is costly, ineffective, and risky. Robo-Adviceon the...

Read more

Build your own Investment Service with us!

Our modular investment software allows financial service providers to realize their unique investment services on our software – empowered by the...

Read more

The world’s first connected investment platform

In a world where “human financial advice” gets more expensive day by day, Fincite empowers retail banks, private banks and insurers to provide...

Read more

CIOS Optimization Engine

The Optimization Engine is our portfolio optimization and rebalancing tool and is part of our investment management software: set clients...

Read more

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...

Read more

CIOS Aggregation Engine

The Aggregation Engine is our insights tool for multi banking, PSD II, financial aggregation and open banking

Aggregation is the beginning of the...

Read more

Create individual Investment Reportings

Analytical dashboard with real-time information on all investments – for your clients, relationship, and investment managers! An effective reporting...

Read more