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
Individual & holistic wealth planning
Individual & holistic wealth planning
Individual & holistic wealth planning
Analyse and structure the client's assets and
prepare your client as best as possible for their future.
Analyse and structure the client's assets and
prepare your client as best as possible for their future.
Analyse and structure your clients’ assets and prepare them as well as possible for their future.
Risk-aware
Risk-aware
Risk-aware
Risk-aware
Goal-oriented
Goal-oriented
Goal-oriented
Goal-oriented
Optimization
Optimization
Optimization
Optimization
Your advantages as an advisor
Your advantages as an advisor
Your advantages
as a consultant
With fincite • cios, you can speed up time-consuming tasks
and focus on what matters - namely your clients.
With fincite • cios, you can speed up time-consuming tasks
and focus on what matters - namely your customers.
With fincite • cios, you can speed up time-consuming tasks and focus on what matters -
namely, your customers.
Time saving
Time saving
Time saving
Complete the full consultation process in under 25 minutes.
Full compliance
Full compliance
Full compliance
MiFID II requirements are systematically met, from assessment to documentation.
MiFID II requirements are systematically met, from assessment to documentation.
Software
Software
Software
From risk profile to electronic signature on a single platform.
From risk profile to electronic signature on a single platform.
Personalised adaptation to
customer needs.
Built for scale
Built for scale
Built for scale
Standardize advice quality with consistent, audit-ready documentation.
Standardize advice quality with consistent, audit-ready documentation.
For every step of wealth management advice
fincite • cios guides advisors through the full MiFID II-compliant advice process.
Built for speed, built for compliance, built for the conversation that matters.
fincite • cios guides advisors through the full MiFID II-compliant advice process.
Built for speed, built for compliance, built for the conversation that matters.
fincite • cios guides advisors through the full MiFID II-compliant advice process.
Built for speed, built for compliance, built for the conversation that matters.
STEP1 - INVESTOR PROFILE
Risk profile, investment objectives and ESG in one view.
Risk profile, investment objectives and ESG in one view.
Risk profile, investment objectives and ESG in one view.
The complete client picture in one view: financial situation, investment objectives, risk tolerance and ESG preferences, captured and confirmed in a single step.
The complete client picture in one view: financial situation, investment objectives, risk tolerance and ESG preferences, captured and confirmed in a single step.
STEP 2 - PORTFOLIOKONZEPT
Regulatory check in real time.
Regulatory check in real time.
Select instruments, run the regulatory check in real time, and get the suitability statement generated automatically from the selected instruments.
Select instruments, run the regulatory check in real time, and get the suitability statement generated automatically from the selected instruments.
STEP 3 - MEETING DETAILS
Full log without any extra effort.
Full log without any extra effort.
Full log without any extra effort.
Participants, channel, conversation reason, client situation logged directly in the process. Every detail lands in the audit trail automatically. No separate CRM entry, no gaps, no compliance risk.
Participants, channel, conversation reason, client situation logged directly in the process. Every detail lands in the audit trail automatically. No separate CRM entry, no gaps, no compliance risk.
STEP 4 - DOKUMENTE
All documents at a glance.
Alle Unterlagen auf
einen Blick.
All documents at a glance.
All regulatory documents — suitability report, KID, KIID, PIB, VIB, ex-ante cost disclosure, MiFID II questionnaire — automatically compiled and checked for completeness.
All regulatory documents — suitability report, KID, KIID, PIB, VIB, ex-ante cost disclosure, MiFID II questionnaire — automatically compiled and checked for completeness.
Optimize wealth – Achieve goals
Optimize assets – achieve goals
Optimize assets – Achieve goals
Tailored investment strategies for your customers' goals.
Tailored investment strategies for your customers' goals.
Tailored investment strategies for
the goals of your clients.
Tailored investment strategies for your customers' goals.
MiFID II-compliant advisory processes
Receive and transmit client orders in line with MiFID II, checking appropriateness and documentation before routing. Deliver investment advice based on goals, profile and suitability with transparent rationale and costs. Manage portfolios discretionarily under mandate, policy and risk while keeping a complete decision trail.
Comparison of investment proposals
Regulatory check
Ex-ante cost disclosure
Suitability statement
Automated document creation
MiFID II-compliant advisory processes
Receive and transmit client orders in line with MiFID II, checking appropriateness and documentation before routing. Deliver investment advice based on goals, profile and suitability with transparent rationale and costs. Manage portfolios discretionarily under mandate, policy and risk while keeping a complete decision trail.
Comparison of investment proposals
Regulatory check
Ex-ante cost disclosure
Suitability statement
Automated document creation
MiFID II-compliant advisory processes
Receive and transmit client orders in line with MiFID II, checking appropriateness and documentation before routing. Deliver investment advice based on goals, profile and suitability with transparent rationale and costs. Manage portfolios discretionarily under mandate, policy and risk while keeping a complete decision trail.
Comparison of investment proposals
Regulatory check
Ex-ante cost disclosure
Suitability statement
Automated document creation
Proven AI for wealth management
There are many AIs. Few are built for wealth management.
Proven AI for wealth management
There are many AIs. Few are built for wealth management.
Proven AI for wealth management
There are many AIs. Few are built for wealth management.
Proven AI for wealth management
There are many AIs. Few are built for 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 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 ...
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.
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 ...
Asset Management GmbH
Frequently asked questions
Frequently Asked Questions
What is the CIOS Advice module?
The Advice module supports MiFID II-compliant reception and transmission, investment advice and discretionary portfolio management. It checks appropriateness and suitability, creates ex-ante cost disclosures and documents advisory decisions.
Which MiFID II processes does the module cover?
How does the regulatory check work?
How are ex-ante costs presented?
How is the suitability statement created?
Which modules are available alongside the Advice module in fincite • cios?
What is the CIOS Advice module?
The Advice module supports MiFID II-compliant reception and transmission, investment advice and discretionary portfolio management. It checks appropriateness and suitability, creates ex-ante cost disclosures and documents advisory decisions.
Which MiFID II processes does the module cover?
How does the regulatory check work?
How are ex-ante costs presented?
How is the suitability statement created?
Which modules are available alongside the Advice module in fincite • cios?
What is the CIOS Advice module?
The Advice module supports MiFID II-compliant reception and transmission, investment advice and discretionary portfolio management. It checks appropriateness and suitability, creates ex-ante cost disclosures and documents advisory decisions.
Which MiFID II processes does the module cover?
How does the regulatory check work?
How are ex-ante costs presented?
How is the suitability statement created?
Which modules are available alongside the Advice module in fincite • cios?
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!
Fincite GmbH
Franklinstr. 52
60486 Frankfurt
Wealth management/
Financial planning
Modular wealth
management software
Features fincite • cios
Follow us on:
Fincite GmbH
Franklinstr. 52
60486 Frankfurt
Wealth Management / Financial Planning
Modular wealth
management software
Features fincite • cios
Follow us on:
Fincite GmbH
Franklinstr. 52
60486 Frankfurt
Wealth management/
Financial planning
Modular wealth
management software
Features fincite • cios
Follow us on:
Fincite GmbH
Franklinstr. 52
60486 Frankfurt
Wealth management/
Financial planning
Modular wealth
management software
Features fincite • cios
Follow us on:
Fincite GmbH
Franklinstr. 52
60486 Frankfurt
Wealth management/
Financial planning
Modular wealth
management software
Features fincite • cios
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