Increases the client´s satisfaction and makes your investment service fun to use.
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.
Holistic Wealth Management Platform to inspire your clients with a top-notch user experience.
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.
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.
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:
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.
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!
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).
Increase the client conversion rate with a top-notch user experience
Get an holistic overview of all assets & products
Enable teamwork at its best!
Say goodbye to Excel