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

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

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

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

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

- Case Study -

Digitize your #WealthManagement:
from onboarding to reporting, for digital challengers
and established institutions

Screenshot 2022-09-06 at 10.09.01


 Case study with 5 practical examples along the value chain

Our award-winning software helps you optimize every step of the value chain in a modular way - like a Lego brick. We always start with the needs of your customers: inside and your business model. Here are three examples:

  1. Are you an asset manager looking for out-of-the-box onboarding software? We have the perfect onboarding software for you!
  2. Are you a wealth management consultancy looking for world-class reporting software? We have combined a modern front-end with a groundbreaking back-end.
  3. You offer self-execution services & need sound investment calculations for your existing frontends? We implement our backend engines Fincite.CIOS via API directly into your technical systems.

Download our free case study here and learn more about the digitization turbo along your value chain:

  • Onboarding
  • Consulting
  • Investment
  • Ordering
  • Reporting
  • For digital challengers & established institutions

Download Investment Solution Presentation

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

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