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Product
Clients
About us
Knowledge Hub
Onboarding

Watch the Onboarding Tutorial
Product
Clients
About us
Knowledge Hub
Onboarding

Watch the Onboarding Tutorial
Product
Clients
About us
Knowledge Hub
Onboarding

Watch the Onboarding Tutorial


CIOS Extension Store
CIOS Extension Store
CIOS Extension Store
Modular Extensions for Your Wealth Management
Modular Extensions for
Your Wealth Management
Modular Extensions for Your Wealth Management
Modular extensions for Your Wealth Management
The CIOS Extension Store makes fincite • cios as flexible as your business. Discover additional features, data sources, and integrations. Select your extensions, easily add them, and scale your CIOS exactly where you need it.
The CIOS Extension Store makes fincite • cios as flexible as your business. Discover additional features, data sources, and integrations. Select your extensions, easily add them, and scale your CIOS exactly where you need it.
The CIOS Extension Store makes fincite • cios as flexible as your business. Discover additional features, data sources, and integrations. Select your extensions, easily add them, and scale your CIOS exactly where you need it.
All
Data partner
Infrastructure
Depot banks
AISP
Software partner
Depot services
Morningstar
Data partner
Provides current price, fund, and market data for portfolios.
Details
onvista
Data partner
Delivers current market news on economy, stock market, and companies.
Details
Sprengnetter
Data partner
Values real estate with current market values & more directly in fincite • cios.
Details
PriceHubble
Data partner
Provides property values, forecasts and location data directly in fincite • cios.
Details
Cbonds
Data partner
Delivers bond and fixed-income data directly in fincite • cios.
Details
portagon
Infrastructure
Digital capital investments and private equity investments directly via fincite • cios.
Details
FNZ Bank
Depot banks
Enables automated data import of all custody and account data.
Details
DAB BNP Paribas
Depot banks
Enables automated data import of portfolio and account data.
Details
UBS
Depot banks
Enables automated data import of all custody and account data.
Details
V-Bank
Depot banks
Enables automated data import of all custody and account data.
Details
FFB (FIL Fondsbank)
Depot banks
Enables automated data import of portfolio and account data.
Details
Deutsche Bank
Depot banks
Enables automated data import of portfolio and account data.
Details
fino
AISP
Depot services
Imports bank accounts, custody accounts as well as custody account transfer directly into fincite • cios.
Details
wealthAPI
AISP
Imports bank accounts, custody accounts and transactions directly into fincite • cios.
Details
Qwist
AISP
Imports bank accounts and custody accounts directly into fincite • cios.
Details
Userlane
Software partner
Integrates interactive step-by-step guides directly into fincite • cios.
Details
All
Data partner
Infrastructure
Depot banks
AISP
Software partner
Depot services
Morningstar
Data partner
Delivers course, fund and market data for portfolios.
Details
onvista
Data partner
Delivers course, fund and market data for portfolios.
Details
Sprengnetter
Data partner
Values real estate with current market values & more directly in fincite • cios.
Details
PriceHubble
Data partner
Provides property values, forecasts and location data directly in fincite • cios.
Details
Cbonds
Data partner
Delivers bond and fixed-income data directly in fincite • cios.
Details
portagon
Infrastructure
Digital capital investments and private equity investments directly via fincite • cios.
Details
FNZ Bank
Depot banks
Enables automated data import of all custody and account data.
Details
DAB BNP Paribas
Depot banks
Enables automated data import of portfolio and account data.
Details
UBS
Depot banks
Enables automated data import of all custody and account data.
Details
V-Bank
Depot banks
Enables automated data import of all custody and account data.
Details
FFB (FIL Fondsbank)
Depot banks
Enables automated data import of portfolio and account data.
Details
Deutsche Bank
Depot banks
Enables automated data import of portfolio and account data.
Details
fino
AISP
Depot services
Imports bank accounts, custody accounts as well as custody account transfer directly into fincite • cios.
Details
wealthAPI
AISP
Imports bank accounts, custody accounts and transactions directly into fincite • cios.
Details
Qwist
AISP
Imports bank accounts and custody accounts directly into fincite • cios.
Details
Userlane
Software partner
Integrates interactive step-by-step guides directly into fincite • cios.
Details
All
Data partner
Infrastructure
Depot banks
AISP
Software partner
Depot services
Morningstar
Data partner
Provides current price, fund, and market data for portfolios.
Details
onvista
Data partner
Delivers current market news on economy, stock market, and companies.
Details
Sprengnetter
Data partner
Values real estate with current market values & more directly in fincite • cios.
Details
PriceHubble
Data partner
Provides property values, forecasts and location data directly in fincite • cios.
Details
Cbonds
Data partner
Delivers bond and fixed-income data directly in fincite • cios.
Details
portagon
Infrastructure
Digital capital investments and private equity investments directly via fincite • cios.
Details
FNZ Bank
Depot banks
Enables automated data import of all custody and account data.
Details
DAB BNP Paribas
Depot banks
Enables automated data import of portfolio and account data.
Details
UBS
Depot banks
Enables automated data import of all custody and account data.
Details
V-Bank
Depot banks
Enables automated data import of all custody and account data.
Details
FFB (FIL Fondsbank)
Depot banks
Enables automated data import of portfolio and account data.
Details
Deutsche Bank
Depot banks
Enables automated data import of portfolio and account data.
Details
fino
AISP
Depot services
Imports bank accounts, custody accounts as well as custody account transfer directly into fincite • cios.
Details
wealthAPI
AISP
Imports bank accounts, custody accounts and transactions directly into fincite • cios.
Details
Qwist
AISP
Imports bank accounts and custody accounts directly into fincite • cios.
Details
Userlane
Software partner
Integrates interactive step-by-step guides directly into fincite • cios.
Details
All
Data partner
Infrastructure
Depot banks
AISP
Software partner
Depot services
Morningstar
Data partner
Provides current price, fund, and market data for portfolios.
Details
onvista
Data partner
Delivers current market news on economy, stock market, and companies.
Details
Sprengnetter
Data partner
Values real estate with current market values & more directly in fincite • cios.
Details
PriceHubble
Data partner
Provides property values, forecasts and location data directly in fincite • cios.
Details
Cbonds
Data partner
Delivers bond and fixed-income data directly in fincite • cios.
Details
portagon
Infrastructure
Digital capital investments and private equity investments directly via fincite • cios.
Details
FNZ Bank
Depot banks
Enables automated data import of all custody and account data.
Details
DAB BNP Paribas
Depot banks
Enables automated data import of portfolio and account data.
Details
UBS
Depot banks
Enables automated data import of all custody and account data.
Details
V-Bank
Depot banks
Enables automated data import of all custody and account data.
Details
FFB (FIL Fondsbank)
Depot banks
Enables automated data import of portfolio and account data.
Details
Deutsche Bank
Depot banks
Enables automated data import of portfolio and account data.
Details
fino
AISP
Depot services
Imports bank accounts, custody accounts as well as custody account transfer directly into fincite • cios.
Details
wealthAPI
AISP
Imports bank accounts, custody accounts and transactions directly into fincite • cios.
Details
Qwist
AISP
Imports bank accounts and custody accounts directly into fincite • cios.
Details
Userlane
Software partner
Integrates interactive step-by-step guides directly into fincite • cios.
Details
All
Data partner
Infrastructure
Depot banks
AISP
Software partner
Depot services
Morningstar
Data partner
Provides current price, fund, and market data for portfolios.
Details
onvista
Data partner
Delivers current market news on economy, stock market, and companies.
Details
Sprengnetter
Data partner
Values real estate with current market values & more directly in fincite • cios.
Details
PriceHubble
Data partner
Provides property values, forecasts and location data directly in fincite • cios.
Details
Cbonds
Data partner
Delivers bond and fixed-income data directly in fincite • cios.
Details
portagon
Infrastructure
Digital capital investments and private equity investments directly via fincite • cios.
Details
FNZ Bank
Depot banks
Enables automated data import of all custody and account data.
Details
DAB BNP Paribas
Depot banks
Enables automated data import of portfolio and account data.
Details
UBS
Depot banks
Enables automated data import of all custody and account data.
Details
V-Bank
Depot banks
Enables automated data import of all custody and account data.
Details
FFB (FIL Fondsbank)
Depot banks
Enables automated data import of portfolio and account data.
Details
Deutsche Bank
Depot banks
Enables automated data import of portfolio and account data.
Details
fino
AISP
Depot services
Imports bank accounts, custody accounts as well as custody account transfer directly into fincite • cios.
Details
wealthAPI
AISP
Imports bank accounts, custody accounts and transactions directly into fincite • cios.
Details
Qwist
AISP
Imports bank accounts and custody accounts directly into fincite • cios.
Details
Userlane
Software partner
Integrates interactive step-by-step guides directly into fincite • cios.
Details
Wealth Management/
Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
Wealth Management/
Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
© 2024 Fincite GmbH. All rights reserved.
Wealth Management / Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
Wealth Management/
Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
Wealth Management/
Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
