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Knowledge Hub

Product

Clients

About us

Knowledge Hub

Product

Clients

About us

Knowledge Hub

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

The Smart Software
for Asset Managers

The Smart Software
for Asset Managers

The smart software
for asset managers

The smart software
for asset managers

360° Wealth Overview - All Assets at a Glance

360° Wealth Overview - All Assets at a Glance

Digital consulting & seamless compliance

Digital Consulting & Seamless Compliance

Holistic Reporting - Transparency at the push of a button

Holistic Reporting - Transparency at the push of a button

Increase your AUM on average by 17% - with fincite • cios for greater efficiency, growth, and optimized asset management.

Increase your AuM on average by 17% - with fincite • cios for more efficiency, growth, and optimized asset management.

Increase your AUM on average by 17% - with fincite • cios for greater efficiency, growth, and optimized asset management.

Increase your AuM on average by
17 % - with fincite • cios for more efficiency, growth and optimized asset management.

From onboarding to reporting

From onboarding to reporting

From onboarding to reporting

From onboarding to reporting

Stay flexible and choose the right modules for your consultation.

From customer onboarding, through consulting to investment reporting –
with fincite • cios you captivate your customers and advisors!

From customer onboarding, through
consultation to investment reporting – with fincite • cios you excite your
customers and advisors!

360° Asset Aggregation

360° Asset Aggregation

360° Asset Aggregation

360° Asset Aggregation

Manual and automatic assessment of assets and liabilities (customer portfolios, real estate, crypto, etc.).

Manual and automatic assessment of assets and liabilities (customer portfolios, real estate, crypto, etc.).

Manual and automatic valuation of assets and liabilities (portfolios, real estate, crypto, etc.).

End-to-End Onboarding

for individual, minor, joint, and business accounts.

MiFID II advisory processes

MiFID II advisory processes

MiFID II advisory processes

MiFID II advisory processes

Risk profiling, suitability statement, regulatory review of securities, ex-ante costs.

Risk profiling, suitability statement, regulatory review of securities, ex-ante costs.

Risk profiling, suitability statement, regulatory review of securities, ex-ante costs.

360° Reporting

360° Reporting

360° Reporting

360° Reporting

Holistic investment reporting: analyses of breakdowns, performance, risk analysis, and fund look-through.

Holistic investment reporting: analyses of breakdowns, performance, risk analysis, and fund look-through.

Holistic investment reporting: analyses of breakdowns, performance, risk analysis, and fund look-through.

Individual financial planning

Individual financial planning

Individual financial planning

Individual financial planning

Including all assets, liabilities, customer wishes, and an overview of the expected market development.

Including all assets, liabilities, customer wishes, and an overview of the expected market development.

Including all assets, liabilities, customer wishes, and an overview of the expected market development.

Quantitative Analyses

Quantitative Analyses

Quantitative Analyses

Quantitative Analyses

Among others, average variance, model portfolios, Monte Carlo, risk parity, and various stress tests.

Among others, average variance, model portfolios, Monte Carlo, risk parity, and various stress tests.

Investment goals

Investment goals

Investment goals

Investment goals

Calculation of the actual net yield taking into account costs, inflation, and taxes.

Calculation of the actual net yield taking into account costs, inflation, and taxes.

Calculation of the actual net yield taking into account costs, inflation, and taxes.

The modern software for your asset management

The modern software for your asset management

The performance boost
for your consulting!

The modern software for your asset management

So you have more time for what matters: Your customer relationship.

So you have more time for what matters: Your customer relationship.

So you have more time for what matters: Your customer relationship.

WpHG Profiling

WpHG Profiling

WpHG Profiling

WpHG Profiling

Digital WpHG profiling of the customer.

Digital WpHG profiling of the customer.

Digital advisory processes

Digital advisory processes

Digital advisory processes

Digital advisory processes

MiFID II compliant advisory process, including document creation.

MiFID II compliant advisory process, including document creation.

The portfolio finder brings the customer profile

together with the right strategy.

Efficiency improvement

Efficiency improvement

Efficiency improvement

Efficiency improvement

Average increase in AuM of 17%, thanks to digital asset management.

Average increase in AuM of 17%, thanks to digital investment consulting.

360° Asset Overview

360° Asset Overview

360° Asset Overview

360° Asset Overview

All assets including third-party deposits in one software.

All assets including third-party deposits in one software.

93%

93%

93%

Customer satisfaction

Customer satisfaction

565k+

565k+

565k+

end customers

end customers

83%

83%

83%

Cost savings

Cost savings

7k+

7k+

7k+

Financial advisor

Financial advisor

3 reasons to start today

Free 14 day trial
No credit card required
Rediscover Wealth Management

3 reasons to start today

Free 14 day trial
No credit card required
Rediscover Wealth Management

3 reasons to start today

Free 14 day trial
No credit card required
Rediscover Wealth Management

3 reasons to start today

Free 14 day trial
No credit card required
Rediscover Wealth Management

What our customers say

What our customers say

What our customers say

Our clients about us

What our customers say

Start your project with us!

Talk to our Wealth Tech experts!

Start your project with us!

Talk to our Wealth Tech experts!

Start your project with us!

Talk to our Wealth Tech experts!

Start your project with us!

Talk to our Wealth Tech experts!

Frequently Asked Questions

Frequently Asked Questions

Did you know this about Fincite?

Did you know this about Fincite?

What is fincite • cios?

CIOS is a sophisticated and comprehensive wealth management SaaS solution from Fincite, which can be flexibly adapted to individual requirements. Through interfaces, CIOS integrates seamlessly into existing structures, ensures regulatory-compliant processes, and provides an outstanding user experience with a modern user interface. CIOS digitizes your wealth management process along the entire value chain and ensures that you keep a 360° view of your clients' assets at all times, without having to worry about regulatory requirements. At the same time, you give your clients a digital home for their assets through their own access.

Can I choose individual modules?

Are my customers' data safe? Where is the software hosted?

Can I test the software before I sign a contract?

How does the data import take place?

Can end customers use the platform and how flexible is the access?

Can the software be customized to my design?

What is fincite • cios?

CIOS is a sophisticated and comprehensive wealth management SaaS solution from Fincite, which can be flexibly adapted to individual requirements. Through interfaces, CIOS integrates seamlessly into existing structures, ensures regulatory-compliant processes, and provides an outstanding user experience with a modern user interface. CIOS digitizes your wealth management process along the entire value chain and ensures that you keep a 360° view of your clients' assets at all times, without having to worry about regulatory requirements. At the same time, you give your clients a digital home for their assets through their own access.

Can I choose individual modules?

What do I need to bring to be happy with Fincite?

Can I test the software before I sign a contract?

How does the data import take place?

Can end customers use the platform and how flexible is the access?

Can the software be customized to my design?

What is fincite • cios?

CIOS is a sophisticated and comprehensive wealth management SaaS solution from Fincite, which can be flexibly adapted to individual requirements. Through interfaces, CIOS integrates seamlessly into existing structures, ensures regulatory-compliant processes, and provides an outstanding user experience with a modern user interface. CIOS digitizes your wealth management process along the entire value chain and ensures that you keep a 360° view of your clients' assets at all times, without having to worry about regulatory requirements. At the same time, you give your clients a digital home for their assets through their own access.

Can I choose individual modules?

Are my customers' data safe? Where is the software hosted?

Can I test the software before I sign a contract?

How does the data import take place?

Can end customers use the platform and how flexible is the access?

Can the software be customized to my design?

What is fincite • cios?

CIOS is a sophisticated and comprehensive wealth management SaaS solution from Fincite, which can be flexibly adapted to individual requirements. Through interfaces, CIOS integrates seamlessly into existing structures, ensures regulatory-compliant processes, and provides an outstanding user experience with a modern user interface. CIOS digitizes your wealth management process along the entire value chain and ensures that you keep a 360° view of your clients' assets at all times, without having to worry about regulatory requirements. At the same time, you give your clients a digital home for their assets through their own access.

Can I choose individual modules?

Are my customers' data safe? Where is the software hosted?

Can I test the software before I sign a contract?

How does the data import take place?

Can end customers use the platform and how flexible is the access?

Can the software be customized to my design?

What is fincite • cios?

CIOS is a sophisticated and comprehensive wealth management SaaS solution from Fincite, which can be flexibly adapted to individual requirements. Through interfaces, CIOS integrates seamlessly into existing structures, ensures regulatory-compliant processes, and provides an outstanding user experience with a modern user interface. CIOS digitizes your wealth management process along the entire value chain and ensures that you keep a 360° view of your clients' assets at all times, without having to worry about regulatory requirements. At the same time, you give your clients a digital home for their assets through their own access.

Can I choose individual modules?

Are my customers' data secure? Where is the software hosted?

Can I test the software before I sign a contract?

How does the data import take place?

Can end customers use the platform and how flexible is the access?

Can the software be customized to my design?

Any questions?

Come and talk to us!