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WealthTech Software from the heart of Frankfurt. Learn more about us.

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Wanna revolutionize the world of digital investments with us? This way!

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Our offerings range from onboarding to reporting as self-service, assisted or hybrid solution.

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Our Software Solutions for your Customer Onboarding as Self Execution, Advisor Guided or Hybrid!

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Whether 100% digital or hybrid with personal advice, our software adapts to your operating model in a modular way.

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From SAA Construction, Advisor Software to Portfolio Management. Our software digitizes your process E2E.

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Transaction Ordering. Contact us for more information.

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From asset aggregation to portfolio analysis with CIOS.Reporting you get all your clients' asset data - prepared in intuitive dashboards.

Turn your investment advisors
into rockstars!

With CIOS.Advice your advisors can aggregate all your client's wealth in a single application, set up a holistic financial planning along lifetime moments and compare different investment strategies.

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Your Benefits with CIOS.Advice

Holistic Wealth Management Platform to inspire your clients with a top-notch user experience.

Innovative UX

Innovative UX

Increases the client´s satisfaction and makes your investment service fun to use.

Smart analysis

Smart analysis

Aggregation of clients assets your product offerings with smart analysis and comparissons.

Health Check

Health Check

Smart portfolio health check with automated SAA suggestions.

Benefits-1920

MiFID II Profiling – increase advisor efficiency with a superb data collection

The digital MiFID II profiling increases the efficiency, accuracy, personalization, and compliance for advisors and clients. Precise and consistent information about client`s financial goals, risk tolerance and investment preferences are a key advantage of the advice module. This is how CIOS enables advisors to provide more tailored advice, adapt to changing client needs.

  1. The advisor follows a process that does not allow any deviations from the legal requirements.
  2. Automation of questionnaires and scalability of digital systems make it easier to manage larger client bases and assets while optimizing operational efficiency.
  3. Can provide more sophisticated risk assessment capabilities, by analyzing clients attributes, financial goals and investment preferences.
MiFID II Profiling Graphic
Allokation von Finanzanlagen und Sektoren

Wealth comparisson – identify unintended deviations of your clients portfolio

By comparing target and actual values on the basis of holistic asset allocation, deviations of the customer portfolio from a selected bank strategy can be easily identified. 

  1. Create a view on asset class level from equities to insurances
  2. Identify deviations in a visual What-If Analysis
  3. Generate new consulting approaches with your clients through quick portfolio health checks
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Unsere Software Aggregation

Financial Planning – advice clients along their lifetime moments

Goal-based wealth planning focuses on the investment goals of your clients and includes a holistic asset allocation. With the intuitive creation of investment goals & asset allocation, all relevant values can be easily retrieved during client meetings. Offer your clients the best investment experience and:

  1. Calculate the minimum return to meet the investment target.
  2. Adapt the strategy according to your clients lifetime moments.
  3. Use the planning to identify the best investment strategies fitting to the clients needs.
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Nachhaltigkeitsscore und Risiko

Wealth Forecast - Plan your clients wealth in different market scenarios

The wealth forecast allows to plan clients wealth in different market scenarios by allocating expected market returns to single assets. Furthermore, a retirement planning helps to identify gaps in wealth planning, supported by the creation of liquidity events such as purchase of a new car or the education funding of children.

  1. Simulate wealth development in different market scenarios.
  2. Plan clients retirement including the influence of inflation and liquidity events.
  3. Assess cashflow streams over the clients lifetime.
Wealth Forecast
Unsere Software Aggregation
Advisor Software - investment platform

Jump from Excel to innovative Software

CIOS covers the entire advice process from selecting strategies, over portfolio & strategy comparison to portfolio health checks. Furthermore, financial institutions can include the overall investment universe, structure all data in a comparable overview and give deep insights into all products.

CIOS allows advisors to explain their investment proposals with deep analysis across all asset classes with one single application – that is even fun to use!

The best advisors deserve the best investment platform

With CIOS.Advice financial institutions enable advisor teams to work more collaboratively. All team members can set and track their OKRs individually, admins can define teams and each wealth advisor can easily take over a client meeting when the respective client is not available (e.g. holiday season).

4 reasons why our clients can't get enough from us!

1

Increase the client conversion rate with a top-notch user experience

2

Get an holistic overview of all assets & products

3

Enable teamwork at its best!

4

Say goodbye to Excel