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.
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)
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.