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
...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
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
across all asset classes
by asset class, regions currencies and sectors inl. 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.
Portfolio's & altrenative assets
with income stream
CIOS References & Track Record
0 bn €
Assets under View
Orders & Transactions