Customizable ad-hoc reports (e.g. risk & return, breakdown by asset class)
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.
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
CIOS.Reporting enables advisors to gain a full overview of the client's portfolio and financial situation, including the creation and distribution of reports - directly from one application.
Clients get access to their current portfolio and financial data with easy-to-understand charts. They stay well informed at all times via the inbox.
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.
6 Key Features
by asset class, regions currencies and sectors incl. detailed view.
Presentation of absolute and relative portfolio development and (own) benchmarks.
Analysis of portfolois and funds according to ESG criteria.
Simulation of future performance and historical stress tests.
Value at Risk, Maximum Drawdown, Expected Shortfall, Volatility, Stress Test & more.
Performance (time and monetary weighted return, annual performance). performance indicators Sharpe Ratio, Sortiono Ratio etc.
CIOS References & Track Record
Cost savings compared to individual development
Orders & Transactions
Feedback from our clients:
The combination of extensive experience in the financial sector with a fresh innovative approach and dedication makes Fincite the perfect partner for us.
With Fincite.CIOS, we can manage complex portfolios automatically. This strengthens the efficiency of our consultants and helps them focus on the essentials: the customer.
We are glad to have the tech experts from Fincite as our partner.
The collaboration with Fincite will enables us to make our investment research services directly available to our partners, especially from the perspective of Bank für Vermögen AG, in client advisory services, but also in individual portfolio construction.
Prospery and Fincite have been working together since 2017. Within only a couple of months, Fincite was able to develop a complete portfolio management solution. We would work with them again at any time!
With our partners of Fincite, we could excite some of our clients. We brought intelligence and Insights directly into the portfolios our clients’ customers, by leveraging Thomson Reuters strong data capabilities with Fincites’ Algorithms.
Life Insurers need innovative Products to serve customers digitally. The integrated Robo Advisor from Fincite is an excellent solution, which is actively used by numerous renowned financial institutions. Together with msg life we will now offer new opportunities in advice, customer retention and sales to life insurance.
Evergreen is aiming for technological leadership in digital financial planning and investing. Fincite’s CIOS is paving the way from our state- of-the-art asset management to a great customer experience.
OWNLY and Fincite share the vision of a digital private bank and family office. This led to fruitful exchanges about future services and features.
Together with Fincite, we have created a new-generation financial analysis tool. Their innovative thinking combined with their strong focus on financial mathematics led to an impressively efficient tool for our clients.