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
Wealth Management in Austria, reimagined.
Wealth Management in Austria, reimagined.
Wealth Management in Austria, reimagined.
Wealth Management in Austria, reimagined.
The modular all-in-one advisory software fincite • cios brings your onboarding, advisory and reporting processes into a single platform.
More time for your clients. Less effort for your team.
The modular all-in-one advisory software fincite • cios brings your onboarding, advisory and reporting processes into a single platform.
Asset Management GmbH
The all-in-one advice software CIOS for Austria 🇦🇹
The all-in-one advice software CIOS for Austria 🇦🇹
The all-in-one advice software CIOS for Austria 🇦🇹
Modularly adaptable to your needs. You decide which modules you want to integrate. A few of our highlights:
Modular and customizable to your needs. You decide which modules you want to integrate.
Modular and customizable to your needs.
You decide which modules you want to integrate.
Modular and customizable to your needs. You decide which modules you want to integrate.
Customer onboarding
Customer onboarding
Customer onboarding
End-to-End onboarding for individual, minor, joint, and business accounts.
End-to-End onboarding for individual, minor, joint, and business accounts.
End-to-End Onboarding
for individual, minor, joint, and corporate accounts.
End-to-End onboarding for individual, minor, joint, and business accounts.
360° asset aggregation
360° asset aggregation
360° asset aggregation
Manual and automatic assessment of assets and liabilities (customer portfolios, real estate, crypto, etc.).
Manual and automatic assessment of assets and liabilities (portfolios, real estate, crypto, etc.).
Manual and automatic assessment of assets and liabilities (customer portfolios, real estate, crypto, etc.).
Manual and automatic valuation of assets and liabilities (portfolios, real estate, crypto, etc.).
DPM process
DPM process
DPM process
Simple selection of the best asset strategy based on the risk profile and investment preferences.
Simple selection of the best asset strategy based on
the risk profile and investment preferences.
Simple selection of the best asset strategy based on the risk profile and investment preferences.
Simple selection of the best asset strategy based on the risk profile and investment preferences.
SAA optimization
SAA optimization
SAA optimization
SAA optimization
Easy creation and management of the target allocation of asset classes, based on investment preferences.
Easy creation and management of the target allocation of asset classes, based on investment preferences.
Easy creation and management of the target allocation of asset classes, based on investment preferences.
Portfolio advice
Portfolio advice
Portfolio advice
Portfolios, investment ideas, live analyses, and automated regulatory processes – all combined in one software.
Portfolios, investment ideas, live analyses, and automated regulatory processes – all combined in one software.
Portfolios, investment ideas, live analysis, and automated regulatory processes – all combined in one software.
360° reporting
360° reporting
360° reporting
Holistic investment reporting: analyses of breakdowns, performance, risk analysis, and fund look-through.
Holistic investment reporting: analyses of breakdowns, performance, risk analysis, and fund look-through.
Holistic investment reporting: analyses of breakdowns, performance, risk analysis, and fund look-through.
Advice that scales
Intuitive journeys, 360° visibility, and compliance by design for private banking.
100% SaaS
100% Modular
Top-notch UX
Advice that scales
Intuitive journeys, 360° visibility, and compliance by design for private banking.
100% SaaS
100% Modular
Top-notch UX
Advice that scales
Intuitive journeys, 360° visibility, and compliance by design for private banking.
100% SaaS
100% Modular
Top-notch UX
Advice that scales
Intuitive journeys, 360° visibility, and compliance by design for private banking.
100% SaaS
100% Modular
Top-notch UX
The performance boost for your wealth management!
The performance boost for
your wealth management!
The performance boost for your wealth management!
The performance boost
for your wealth management!
With fincite • cios you can digitise time-consuming and manual processes.
Your advisors thus have more time for what matters – your clients!
With fincite • cios, you digitalise time-consuming and manual processes.
Your advisors thus have more time for what matters – your clients!
With fincite • cios, you can digitise
time-consuming and manual processes.
Your consultants thus have more time for
what matters – your clients!
Benchmarks & analyses
Benchmarks & analyses
Benchmarks & analyses
Comprehensive analysis tools, such as performance vs. benchmarks, metrics like the Sharpe ratio.
Comprehensive analysis tools, such as performance vs. benchmarks, metrics like the Sharpe ratio.
Comprehensive analysis tools, such as performance versus benchmarks, metrics like Sharpe Ratio.
Portfolio Finder
Portfolio Finder
Portfolio Finder
The Portfolio Finder brings the customer profile together with the right strategy.
The Portfolio Finder connects the customer profile with the right strategy.
Family structure
Family structure
Family structure
Illustration of the entire family and ownership structure.
Illustration of the entire family and ownership structure.
Wealth forecast
Wealth forecast
Wealth forecast
Simple calculation of target returns to find the right investment proposal.
Simple calculation of target returns to find the right investment proposal.
Fully compliant for the Austrian market.
Fully compliant for the Austrian market.
WAG 2018 & MiFID II
WAG 2018 & MiFID II
WAG 2018 & MiFID II
Suitability and appropriateness assessment, ex-ante cost disclosure and advisory minutes.
Suitability and appropriateness assessment, ex-ante cost disclosure and advisory minutes.
Compliance out of the box
Compliance out of the box
Compliance out of the box
Audit trails, version control and role-based access rights are provided as standard.
DORA-ready
DORA-ready
DORA-ready
Documented emergency concepts, monitoring and defined SLAs.
Documented emergency concepts, monitoring and defined SLAs.
ISO 27001 & EU hosting
ISO 27001 & EU hosting
ISO 27001 & EU hosting
Encryption according to TLS 1.2+ and AES-256, role-based access control, GDPR-compliant architecture.
Encryption according to TLS 1.2+ and AES-256, role-based access control, GDPR-compliant architecture.
93%
93%
93%
Customer satisfaction
Customer satisfaction
630k+
630k+
630k+
End customers
End customers
83%
83%
83%
Cost savings
Cost savings
9k+
7k+
9k+
Financial advisors
Financial advisors
Wealth Management in Austria today
Wealth Management in Austria today
Wealth Management in Österreich heute
Three realities that every Austrian financial advisor knows. And how fincite • cios changes them.
Three realities that every Austrian financial advisor knows. And how fincite • cios changes them.
V/S
Before
Up to 12 parallel systems: each tool with its own login, its own logic, and its own data.
Eligibility checks, ex-ante cost statements, and consultation records are mandatory post-process steps.
Millions in untapped savings potential
Asset transfers are outlined in Excel, and family structures exist only in the minds of individual advisors.
V/S
After
One platform. Onboarding, advisory services, order processing, and reporting—all in a single interface.
All regulatory steps are directly integrated into the advisory workflow.
Family trees, comprehensive asset aggregation, and digital onboarding provide a complete picture of the family structure.
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 ...
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 ...
Frequently asked questions
Frequently Asked Questions
Is fincite • cios compliant with the Austrian Securities Supervision Act (WAG 2018)?
Yes. fincite • cios maps the central requirements of WAG 2018 and MiFID II directly within the advisory process — from the suitability and appropriateness assessment to ex-ante cost disclosure and audit-proof documentation of the advisory meeting. The platform is in use by leading banks in Germany, Switzerland, the Netherlands, and other EU countries under comparable regulatory frameworks.
Which languages does the platform support?
Which features are available?
Is the platform suitable for private banks as well as universal banks and wealth managers?
How does fincite • cios support compliance?
Where is the data hosted?
How does fincite • cios compare to other wealth management software?
Is fincite • cios compliant with the Austrian Securities Supervision Act (WAG 2018)?
Yes. fincite • cios maps the central requirements of WAG 2018 and MiFID II directly within the advisory process — from the suitability and appropriateness assessment to ex-ante cost disclosure and audit-proof documentation of the advisory meeting. The platform is in use by leading banks in Germany, Switzerland, the Netherlands, and other EU countries under comparable regulatory frameworks.
Which languages does the platform support?
Is the platform suitable for private banks as well as universal banks and wealth managers?
How does fincite • cios support compliance?
Where is the data hosted?
How does fincite • cios compare to other wealth management software?
Is fincite • cios compliant with the Austrian Securities Supervision Act (WAG 2018)?
Yes. fincite • cios maps the central requirements of WAG 2018 and MiFID II directly within the advisory process — from the suitability and appropriateness assessment to ex-ante cost disclosure and audit-proof documentation of the advisory meeting. The platform is in use by leading banks in Germany, Switzerland, the Netherlands, and other EU countries under comparable regulatory frameworks.
Which languages does the platform support?
Which features are available?
How does fincite • cios support compliance?
Where is the data hosted?
How does fincite • cios compare to other wealth management software?
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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