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
100% SaaS
100% SaaS
100% SaaS
100% Modular
100% Modular
100% Modular
Top-notch UX
Top-notch UX
Top-notch UX
100% SaaS
100% Modular
Top-notch UX
+ 9.000 wealth managers trust us!
Advising like 2025.
Not like 2000.
Advising like 2025.
Not like 2000.
Advising like 2025.
Not like 2000.
Our software revolutionizes investment advice from onboarding to reporting, including portfolio optimization and a holistic overview of your clients' assets with just 1 click.
100% SaaS
100% Modular
Top-notch UX
+ 9.000 wealth managers trust us!
Advising like 2025.
Not like 2005.
Our software revolutionizes investment consulting from onboarding to reporting, including portfolio optimization and a comprehensive overview of your clients' assets with just 1 click.
No credit card required
Our expertise for
Our expertise for
Our expertise for
Our expertise for
Our expertise for
fincite cios
explained in 90 sec.
fincite cios
explained in 90 sec.
For the wealth management of tomorrow
For the wealth management of tomorrow
fincite cios
explained in 90 sec.
For the wealth management of tomorrow
fincite cios
explained in 90 sec.
For the wealth management of tomorrow
fincite cios
explained in 90 sec.
For the wealth management of tomorrow
Choose your module from our SaaS universe
Select Your Module from Our
SaaS Universe
Digital asset management end-to-end – from onboarding to reporting with our modular software fincite cios. You decide where to start and how to scale.
Digital asset management end-to-end – from onboarding to reporting with our modular software fincite cios. You decide where to start and how to scale.
From Onboarding to Reporting
Onboarding
Customer Types
Customer Types
Customer Types
Profiling
Profiling
Profiling
KYC
KYC
KYC
Legitimization
Legitimization
Legitimization
Advice
Investment Goals
Investment Goals
Investment Goals
Monte Carlo Simulation
Monte Carlo Simulation
Monte Carlo Simulation
Historical Stresstest
Historical Stresstest
Historical Stresstest
Wealth Forecast
Wealth Forecast
Wealth Forecast
Investment
MIFID II Compliant Advisory Process
MIFID II Compliant Advisory Process
MIFID II Compliant Advisory Process
MiFID II Compliant DPM Process
MiFID II Compliant DPM Process
MiFID II Compliant DPM Process
Portfolio Health Check
Portfolio Health Check
Portfolio Health Check
Ordering
Order Creation & Processing
Order Creation & Processing
Order Creation & Processing
Order Documents
Order Documents
Order Documents
Order Overview & Tracking
Order Overview & Tracking
Order Overview & Tracking
Reporting
Aggregation of Internal & External Portfolios
Aggregation of Internal & External Portfolios
Aggregation of Internal & External Portfolios
Breakdowns
Breakdowns
Breakdowns
Performance/ Benchmarks & Analysis
Performance/ Benchmarks & Analysis
Performance/ Benchmarks & Analysis
Risk Analysis
Risk Analysis
Risk Analysis
Ad-hoc Regulatory Reporting
Ad-hoc Regulatory Reporting
Ad-hoc Regulatory Reporting
Sustainability
Sustainability
Sustainability
Foundation
General
Postbox · Newsfeed · Administration · Role & Rights Distribution · Notification System · Digital Signature
Channel
Advisor Login · Customer Login · Mobile App
Data
Market data · Third-party depot integration · Custodian bank connection · Automatic asset valuation
93%
93%
93%
Customer satisfaction
Customer satisfaction
630k+
630k+
630k+
end customers
end customers
83%
83%
83%
Cost reductions
Cost reductions
9k+
9k+
9k+
Financial advisor
Financial advisor
Financial advisor
Try it now for free!
Free 14 day trial
No credit card needed
Rediscover Wealth Management
Try it now for free!
Free 14 day trial
No credit card needed
Rediscover Wealth Management
Try it now for free!
Free 14 day trial
No credit card needed
Rediscover Wealth Management
Try it now for free!
Free 14 day trial
No credit card needed
Rediscover Wealth Management
Try it now for free!
Free 14 day trial
No credit card needed
Rediscover Wealth Management
What our customers say
Lars Busch
Head of Client
Applications & Tools
Private & Corporate Banking
Hauck Aufhäuser Lampe
With CIOS, we connect previously isolated applications and processes. It is simple and attractive, not overloaded. More Apple than Photoshop.
Hauke Ole Hansen
Head of Business Development
& Direct Sales
Berenberg Privatbank
We have digitised our SAA process with Fincite. The consultants can now adjust portfolios during client meetings!
Roman Schwarze
Board of BCA AG |
Managing Director of BCA Maklerrente and asuro GmbH
BCA
With CIOS, our advisors use modern reporting and individual portfolio construction directly in client discussions.
Nick Joren
Product Owner Digital Investments
ABN AMRO Private Banking
Alfred is the result of the close collaboration between Fincite and ABN Amro. Through efficiency, quality, and expertise, Alfred provides our consultants with the tools to meet the needs of our high-end clients.
What our customers say
Lars Busch
Head of Client
Applications & Tools
Private & Corporate Banking
Hauck Aufhäuser Lampe
With CIOS, we connect previously isolated applications and processes. It is simple and attractive, not overloaded. More Apple than Photoshop.
Hauke Ole Hansen
Head of Business Development
& Direct Sales
Berenberg Privatbank
We have digitised our SAA process with Fincite. The consultants can now adjust portfolios during client meetings!
Roman Schwarze
Board of BCA AG |
Managing Director of BCA Maklerrente and asuro GmbH
BCA
With CIOS, our advisors use modern reporting and individual portfolio construction directly in client discussions.
Nick Joren
Product Owner Digital Investments
ABN AMRO Private Banking
Alfred is the result of the close collaboration between Fincite and ABN Amro. Through efficiency, quality, and expertise, Alfred provides our consultants with the tools to meet the needs of our high-end clients.
What our customers say
Lars Busch
Head of Client
Applications & Tools
Private & Corporate Banking
Hauck Aufhäuser Lampe
With CIOS, we connect previously isolated applications and processes. It is simple and attractive, not overloaded.
More Apple than Photoshop.
Hauke Ole Hansen
Head of Business
Development & Direct Sales
Berenberg Private Bank
We have digitised our SAA process with Fincite. The advisors can now adjust portfolios during client discussions!
Roman Schwarze
Board of BCA AG |
Managing Director of BCA
Brokerage Pension and asuro GmbH
BCA
With CIOS, our advisors utilize modern reporting and individual portfolio construction directly in client conversations.
Nick Joren
Product Owner Digital
Investments
ABN Amro Name
Alfred is the result of the close collaboration between Fincite
and ABN Amro. Through efficiency, quality, and expertise, Alfred provides our advisors with the tool ...
Our clients about us
Lars Busch
Head of Client
Applications & Tools
Private & Corporate Banking
Hauck Aufhäuser Lampe
With CIOS, we connect previously isolated applications and processes. It is simple and attractive, not overloaded.
More Apple than Photoshop.
Hauke Ole Hansen
Head of Business
Development & Direct Sales
Berenberg Private Bank
We have digitised our SAA process with Fincite. The advisors can now adjust portfolios during client discussions!
Roman Schwarze
Board of BCA AG |
Managing Director of BCA
Brokerage Pension and asuro GmbH
BCA
With CIOS, our advisors utilize modern reporting and individual portfolio construction directly in client conversations.
Nick Joren
Product Owner Digital
Investments
ABN Amro Name
Alfred is the result of the close collaboration between Fincite
and ABN Amro. Through efficiency, quality, and expertise, Alfred provides our advisors with the tool ...
What our customers say
Lars Busch
Head of Client
Applications & Tools
Private & Corporate Banking
Hauck Aufhäuser Lampe
With CIOS, we connect previously isolated applications and processes. It is simple and attractive, not overloaded.
More Apple than Photoshop.
Hauke Ole Hansen
Head of Business
Development & Direct Sales
Berenberg Private Bank
We have digitised our SAA process with Fincite. The advisors can now adjust portfolios during client discussions!
Roman Schwarze
Board of BCA AG |
Managing Director of BCA
Brokerage Pension and asuro GmbH
BCA
With CIOS, our advisors utilize modern reporting and individual portfolio construction directly in client conversations.
Nick Joren
Product Owner Digital
Investments
ABN Amro Name
Alfred is the result of the close collaboration between Fincite
and ABN Amro. Through efficiency, quality, and expertise, Alfred provides our advisors with the tool ...
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!
Start your project with us!
Talk to our Wealth-Tech experts!
Select your module from
our SaaS universe
Select Your Module
from our SaaS Universe
Digital Wealth Management E2E from Onboarding to Reporting with our modular Software fincite · cios you decide where to start and how to scale.
Digital Asset Management End-to-End – from onboarding to reporting with our modular software fincite cios. You decide where to start and how to scale.
Digital asset management End-to-End – from onboarding to reporting with our modular software fincite cios. You decide where to start and how to scale.
Onboarding
Advice
Investment
Ordering
Reporting
Onboarding
Advice
Investment
Ordering
Reporting
Onboarding
Advice
Investment
Ordering
Reporting
Wealth Management/
Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
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Wealth Management/
Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
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Wealth Management/
Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
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Wealth Management/
Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
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Features Fincite CIOS
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