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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
Holistic investment reporting
Holistic investment reporting
The reporting module of fincite • cios provides insights into
the customer's overall financial situation.
The reporting module of fincite • cios provides insights into
the customer's overall financial situation.
The reporting module of
fincite • cios provides insights into the overall
financial situation of the customer.
The reporting module of fincite • cios provides insights into
the customer's overall financial situation.
Holistic wealth overview of the client
Holistic wealth overview of the client
Holistic Asset Overview
of the Client
Holistic wealth overview of the client
In-depth analyses and breakdowns
In-depth analyses and breakdowns
In-depth analyses and
breakdowns
In-depth analyses and breakdowns
Modern and dynamic UX
Modern and dynamic UX
Modern and intuitive UX
Modern and dynamic UX
Investment reporting: Ad-hoc & in real time
Investment reporting: Ad-hoc & in real time
Investment Reporting:
Ad-hoc & in Real-Time
Investment reporting: Ad-hoc & in real time
Enchant your advisors and clients with holistic investment reporting and gain more time for what matters: your clients.
Inspire your advisors and clients with holistic investment reporting
and gain more time for what matters: your clients.
Inspire your advisors and clients with holistic investment reporting and get more time for what matters:
Your clients.
Inspire your advisors and clients with holistic investment reporting
and gain more time for what matters: your clients.
Time saving
Time saving
Time saving
Time saving
360° investment reporting across all asset classes of the client with just a few clicks.
360° investment reporting across all asset classes of the client with just a few clicks.
Security
Security
Security
Security
Automated creation and dispatch of MiFID II reports.
Automated creation and dispatch of MiFID II reports.
Transparency
Transparency
Transparency
Transparency
Real-time portfolio analysis and financial overview for advisors & clients.
Real-time portfolio analysis and financial overview for advisors & clients.
Flexibility
Flexibility
Flexibility
Flexibility
Simple connection to technical portfolio infrastructure via APIs.
Simple connection to technical portfolio infrastructure via APIs.
Simple connection to technical portfolio infrastructure via APIs.
Extensive reporting analyses
Extensive reporting analyses
Extensive reporting analyses
Extensive reporting analyses
More data, more depth, more clarity – the most popular features of our investment reporting software.
More data, more depth, more clarity – the most popular features of our investment reporting software.
More data, more depth, more clarity – the most popular features of our investment reporting software.
360° wealth overview
Present assets, liabilities, liquidity and goals in a simple overview and show the development over time. Capture family structure, roles and mandates and link assets to people.
Wealth aggregation
Allocation analysis
Performance analysis & benchmark
Risk analysis & loss threshold reporting
Sustainability analysis
Ad-hoc & interval reporting, financial calendar
360° wealth overview
Present assets, liabilities, liquidity and goals in a simple overview and show the development over time. Capture family structure, roles and mandates and link assets to people.
Wealth aggregation
Allocation analysis
Performance analysis & benchmark
Risk analysis & loss threshold reporting
Sustainability analysis
Ad-hoc & interval reporting, financial calendar
360° wealth overview
Present assets, liabilities, liquidity and goals in a simple overview and show the development over time. Capture family structure, roles and mandates and link assets to people.
Wealth aggregation
Allocation analysis
Performance analysis & benchmark
Risk analysis & loss threshold reporting
Sustainability analysis
Ad-hoc & interval reporting, financial calendar
360° wealth overview
Present assets, liabilities, liquidity and goals in a simple overview and show the development over time. Capture family structure, roles and mandates and link assets to people.
Wealth aggregation
Allocation analysis
Performance analysis & benchmark
Risk analysis & loss threshold reporting
Sustainability analysis
Ad-hoc & interval reporting, financial calendar
360° wealth overview
Present assets, liabilities, liquidity and goals in a simple overview and show the development over time. Capture family structure, roles and mandates and link assets to people.
Wealth aggregation
Allocation analysis
Performance analysis & benchmark
Risk analysis & loss threshold reporting
Sustainability analysis
Ad-hoc & interval reporting, financial calendar
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 ...
Frequently asked questions
Frequently Asked Questions
How does the 360° wealth overview help in client meetings?
It presents assets, liabilities, liquidity and goals in a simple overview and shows the development over time, for an instant overview, better conversations and stronger loyalty. With family tree, you capture family structure, roles and mandates and link assets to people, for clarity on relationships, targeted reports and easier advice.
What does the fincite • cios reporting module cover?
What analyses are available for allocation, performance, benchmark comparison, and risk?
How does sustainability analysis support ESG reporting?
How does CIOS combine internal and external portfolios plus additional assets and liabilities?
Which modules exist besides the reporting module in CIOS?
How does the 360° wealth overview help in client meetings?
It presents assets, liabilities, liquidity and goals in a simple overview and shows the development over time, for an instant overview, better conversations and stronger loyalty. With family tree, you capture family structure, roles and mandates and link assets to people, for clarity on relationships, targeted reports and easier advice.
What does the fincite • cios reporting module cover?
What analyses are available for allocation, performance, benchmark comparison, and risk?
How does sustainability analysis support ESG reporting?
How does CIOS combine internal and external portfolios plus additional assets and liabilities?
Which modules exist besides the reporting module in CIOS?
Is the CIOS onboarding flow MiFID II ready for the EU?
Yes. Under MiFID II firms must perform a suitability assessment, provide a suitability statement to retail clients, and since 2 August 2022 capture clients’ sustainability preferences. CIOS supports risk and sustainability profiling and automated generation of suitability or appropriateness documentation to help you meet these duties.
Does CIOS integrate with our core banking, CRM and data providers?
Wie werden interne und externe Depots sowie weitere Vermögenswerte zusammengeführt?
How are identification, e-signature and remote completion supported?
Wie unterstützt fincite • cios ESG Reporting und regulatorische Anforderungen?
Does CIOS comply to EU data residency, security and compliance?
How does the 360° wealth overview help in client meetings?
It presents assets, liabilities, liquidity and goals in a simple overview and shows the development over time, for an instant overview, better conversations and stronger loyalty. With family tree, you capture family structure, roles and mandates and link assets to people, for clarity on relationships, targeted reports and easier advice.
What does the fincite • cios reporting module cover?
What analyses are available for allocation, performance, benchmark comparison, and risk?
How are identification, e-signature and remote completion supported?
How does CIOS combine internal and external portfolios plus additional assets and liabilities?
Which modules exist besides the reporting module in CIOS?
How does the 360° wealth overview help in client meetings?
It presents assets, liabilities, liquidity and goals in a simple overview and shows the development over time, for an instant overview, better conversations and stronger loyalty. With family tree, you capture family structure, roles and mandates and link assets to people, for clarity on relationships, targeted reports and easier advice.
What does the fincite • cios reporting module cover?
What analyses are available for allocation, performance, benchmark comparison, and risk?
How are identification, e-signature and remote completion supported?
How does CIOS combine internal and external portfolios plus additional assets and liabilities?
Which modules exist besides the reporting module in 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!
Start your project with us!
Talk to our Wealth-Tech experts!
Start your project with us!
Talk to our Wealth-Tech experts!
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
Follow us on:
Wealth management/
Financial planning
Modular wealth
management software
Features fincite • cios
Follow us on:
Wealth management/
Financial planning
Modular wealth
management software
Features fincite • cios
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