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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CIOS.Reporting

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

Advisors

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.

Advisors

Clients

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.

Clients

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.

Personal Demo

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6 Key Features

Features 1

In-depth analysis

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

Features  2

Portfolio development

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

Features  3

Sustainability analysis

Analysis of portfolois and funds according to ESG criteria.

Features  4

Investment

Simulation of future performance and historical stress tests.

Features  5

Risk analysis

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

Features  6

Dynamic calculation

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

CIOS References & Track Record

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0 bn €

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Aufträge & Transaktionen

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Book a personal demo call with our WealthTech experts!
 
Personal Demo

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.
Testimonial, Dirk-Jan Schuiten, CEO Prospery
Dirk-Jan Schuiten
CEO Prospery
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.
Testimonial, Ronald Tuinenga, Product Owner Digital Investments ABN AMRO
Ronald Tuinenga
Product Owner Digital Investments ABN AMRO
We are glad to have the tech experts from Fincite as our partner.
Testimonial, Jurgen Vandenbroucke, Managing Director at everyoneINVESTEDonials-Jurgen-Vandenbroucke-Managing-Director-at-everyoneINVESTED
Jurgen Vandenbroucke
Managing Director at everyoneINVESTED
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.
Testimonial, Marc Sattler, BCA & BfV Board Member
Marc Sattler
BCA & BfV Board Member
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!
Testimonial, Andrew Trythall, Product Owner Prospery / Kendu
Andrew Trythall
Product Owner Prospery / Kendu
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.
Testimonial, Christian Kammler, Sales Manager Refinitiv
Christian Kammler
Sales Manager Refinitiv
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.
Testimonial, Milenko Radic, Geschäftsführer Msg life
Milenko Radic
Geschäftsführer Msg life
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.
Testimonial, Iven Kurz, CEO Evergreen
Iven Kurz
CEO Evergreen
OWNLY and Fincite share the vision of a digital private bank and family office. This led to fruitful exchanges about future services and features.
Testimonial, Nicholas Ziegert, CEO W&Z FinTech OWNLY
Nicholas Ziegert
CEO W&Z FinTech OWNLY
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.
Testimonial, Sebastian Napiralla, Director Lampe Asset Management
Sebastian Napiralla
Director Lampe Asset Management