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.

- Case Study -

Fund Dashboard for Asset Managers -
the digital bridge between sales, customers, and funds



Lampe Asset Management GmbH was founded in 2001 as a 100% independent subsidiary of Bankhaus Lampe KG.

As an independent asset manager, the company focuses on tailor-made investment solutions for its customers.

Customers include insurance companies, pension funds, professional pension funds, foundations, businesses, churches, associations, and credit institutions.

Interactive Sales Tool – The Lampe Fund Dashboard

The aim of Lampe Asset Management is to offer a first-class customer experience.

With interactive reporting, institutional and semi-institutional investors should be able to explore and analyze the investment products easily.

This makes it easy for investors to evaluate the performance, positions and risks in the funds in detail, and to track daily changes that have been made by the fund managers.

Improved customer experience and deeper insights increase sales success and improve customer loyalty.

Advantages of the Lampe Fund Dashboard

  • Increase transparency and show your customers information related to risks, regions, industries and currencies
  • Digitize your sales process and increase customer interaction
  • Demonstrate the investment know-how of your portfolio managers

Facts & Figures of our collaboration

Target Group

Target Group

Fondsmanager, Institutional customers


Individual Development


4 Months
Topic Focus

Topic Focus

Investment Reporting
Applied Modules

Applied Modules

CIOS.Analyze, CIOS.Connect

Your WealthTech Experts

Neue AMs

Our Promise:

Get the Case Study directly into your email box.

Discuss your digitization project with our experts. Whether it's customer onboarding, digital or hybrid consultation, ESG or investment reporting.

Personal demo on request.


Awards Website (1)