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

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

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Transaction Ordering. Contact us for more information.

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

Holistic Performance & Risk Reporting - for advisors and clients!

From wealth aggregation to portfolio analysis CIOS.Reporting gives you all your clients' wealth data - prepared in an intuitive frontend.

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Save up to 3o min. for each reporting and ensure a fast identification of risks and potentials. Incl. market data from Morningstar.

starting 199 € / month

Why CIOS.Reporting?

Customizable ad-hoc reports

Customizable ad-hoc reports (e.g. risk & return, breakdown by asset class)

Simple and client-oriented dashboards

Simple and client-oriented dashboards

Fast and cost-effective implementation

Fast and cost-efficient rollout (incl. market data)

Frontend for advisors and clients

Frontend for advisors and clients


...gain a full overview of the client's financial situation across all asset classes. They can create and send out individual client reports - directly from one application.



... get access to their current portfolio and financial data with easy-to-understand charts. They stay well informed at all times via the inbox and self-login access. 


Portfolio Analyses in a very easy and customer-centered interface with dynamic dashboards

Portfolio Analyses in a very easy and customer-centered interface with dynamic dashboards

With CIOS.Reporting, clients and advisors get a holistic overview of all invested assets and in-depth analysis on a portfolio level.

This allows advisors to create snapshots of their clients' financial situation with just one click, and thus significantly optimizing their personal investment advice.

With these new insights, more conversation starters can be generated to address clients' individual situations, resulting in a higher conversation rate.

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6 Key Features


Wealth Aggregation

across all asset classes


In-depth analysis

by asset class, regions currencies and sectors inl. detailed view.


Portfolio development

Presentation of absolute and relative portfolio development and (own) benchmarks.


Sustainability analysis

Analysis of portfolois and funds according to ESG criteria.



Simulation of future performance and historical stress tests.


Risk analysis

Value at Risk, Maximum Drawdown, Expected Shortfall, Volatility, Stress Test & more.


Dynamic calculation

Performance (time and monetary weighted return, annual performance). performance indicators Sharpe Ratio, Sortiono Ratio etc.


Portfolio's & altrenative assets 

with income stream 

CIOS References & Track Record










Assets under View

0 bn €

Assets under View

Aufträge & Transaktionen

0 Million

Orders & Transactions

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