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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.

Fincite CIOS.Reporting Dashboard Overview

All portfolios in one platform

Significant time savings in creating reports

Fast identification of risks and investment potentials

Easy to connect

Incl. market data (Morningstar)

Fincite CIOS.Reporting Video

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.

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.

Why CIOS.Reporting?

Fincite CIOS.Reporting Reports

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

Fincite CIOS.Reporting Dashboards

Simple and client-oriented dashboards

Fincite CIOS.Reporting Implementation

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

Fincite CIOS.Reporting Frontend

Frontend for advisors and clients

Portfolio Analyses

in a very easy and customer-centered interface

with dynamic dashboards

Fincite CIOS.Reporting Dashboard graph

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.

 

CIOS.Reporting 6 Key Features

CIOS References & Track Record

CIOS Clients

565,000

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Customers

CIOS Advisor

7,000

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Advisors

CIOS Portfolios

880,000

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Portfolios

AuM CIOS

6.5 bn €

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Assets under View

CIOS Transactions

120 m

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Orders & Transactions

Kostenloses Webinar
Deutsch: 2. November 2021 von 14:00 bis 15:00 Uhr, mit Christian Terpe, Senior Account Manager
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English: November 4th, 2021, 11 AM - 12 PM, with Christian Terpe, Senior Account Manager
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Was unsere Kunden über unsere digitale Investmentplattform sagen:
Jurgen Vanderbroucke

“We are glad to have the tech experts from Fincite as our partner”

Jurgen Vandenbroucke, Managing Director at everyoneINVESTED

Marc Sattler

“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.”

Marc Sattler, BCA & BfV Board Member

Fincite Client Andrew Trythall ABN Amro

“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!”

Andrew Trythall, Product Owner Prospery / Kendu

Fincite Partner

“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.”

Christian Kammler, Sales Manager Refinitiv

Fincite Partner

“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.”

Milenko Radic, Geschäftsführer Msg life

Fincite Partner

“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.”

Iven Kurz, CEO Evergreen

Fincite Partner

”OWNLY and Fincite share the vision of a digital private bank and family office. This led to fruitful exchanges about future services and features.”

Nicholas Ziegert, CEO W&Z FinTech OWNLY

Fincite Partner

”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.”

Sebastian Napiralla, Director Lampe Asset Management

Fincite Partner

”The combination of extensive experience in the financial sector with a fresh innovative approach and dedication makes Fincite the perfect partner for us.”

Dirk-Jan Schuiten, CEO Prospery

Fincite Partner

”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.”

Ronald Tuinenga, Product Owner Digital Investments ABN AMRO