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
All client assets at a glance.
Holistic investment reporting
Holistic investment reporting
Holistic investment reporting
Consolidates all accounts, generates reports with a single click,
and provides real-time data for every client meeting. MiFID II compliant.
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.
360° wealth overview
360° wealth overview
360° wealth overview
Live performance
Live performance
Live performance
MiFID II-compliant advisory processes
MiFID II compliant
MiFID II-compliant advisory processes
83%
83%
83%
83%
Cost reduction
End-to-end digital wealth management.
End-to-end digital wealth management.
3x AuV
3x AuV
3x AuV
3x AuV
Per advisor
Average for fincite customers.
Average for fincite customers.
12 weeks
12 weeks
12 weeks
12 weeks
Time saved per advisor per year
Less manual documentation, more time for your customers.
Less manual documentation, more time for your customers.
630k+
630k+
630k+
630k+
Supported end customers
Banks, private banks and wealth managers trust us.
Banks, private banks and wealth managers trust us.
Over 9.000 wealth managers trust us
Frequently Asked Questions
Over 9.000 wealth managers trust us
Asset Management GmbH
fincite • cios
explained in 90 sec.
fincite • cios
explained in 90 sec.
For the wealth management of tomorrow
For the wealth management of tomorrow
fincite • cios
explained in 90 sec.
For the wealth management of tomorrow
fincite • cios
explained in 90 sec.
For the wealth management of tomorrow
fincite • cios
explained in 90 sec.
For the wealth management of tomorrow
What our customers say
What our customers say
Lars Busch
Head of Client Applications & Tools, Private & Corporate Banking
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
We have digitised our SAA process with Fincite. Advisors can now adjust portfolios during client meetings!
Roman Schwarze
Management Board of BCA AG, Managing Director of BCA Maklerrente and asuro GmbH
With CIOS, our advisors use modern reporting and individual portfolio construction directly in client discussions.
Nick Joren
Product Owner Digital Investments
Alfred is the result of close cooperation between Fincite and ABN Amro. Through efficiency, quality and expertise, Alfred provides our advisors with the tool to meet the needs of our high-end clients.
Lars Busch
Head of Client Applications & Tools, Private & Corporate Banking
With CIOS, we connect previously isolated applications and processes. It is simple and attractive, not overloaded. More Apple than Photoshop.
Lars Busch
Head of Client Applications & Tools, Private & Corporate Banking
With CIOS, we connect previously isolated applications and processes. It is simple and attractive, not overloaded. More Apple than Photoshop.
Lars Busch
Head of Client Applications & Tools, Private & Corporate Banking
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
We have digitised our SAA process with Fincite. Advisors can now adjust portfolios during client meetings!
Hauke Ole Hansen
Head of Business Development & Direct Sales
We have digitised our SAA process with Fincite. Advisors can now adjust portfolios during client meetings!
Hauke Ole Hansen
Head of Business Development & Direct Sales
We have digitised our SAA process with Fincite. Advisors can now adjust portfolios during client meetings!
Roman Schwarze
Management Board of BCA AG, Managing Director of BCA Maklerrente and asuro GmbH
With CIOS, our advisors use modern reporting and individual portfolio construction directly in client discussions.
Roman Schwarze
Management Board of BCA AG, Managing Director of BCA Maklerrente and asuro GmbH
With CIOS, our advisors use modern reporting and individual portfolio construction directly in client discussions.
Roman Schwarze
Management Board of BCA AG, Managing Director of BCA Maklerrente and asuro GmbH
With CIOS, our advisors use modern reporting and individual portfolio construction directly in client discussions.
Nick Joren
Product Owner Digital Investments
Alfred is the result of close cooperation between Fincite and ABN Amro. Through efficiency, quality and expertise, Alfred provides our advisors with the tool to meet the needs of our high-end clients.
Nick Joren
Product Owner Digital Investments
Alfred is the result of close cooperation between Fincite and ABN Amro. Through efficiency, quality and expertise, Alfred provides our advisors with the tool to meet the needs of our high-end clients.
Nick Joren
Product Owner Digital Investments
Alfred is the result of close cooperation between Fincite and ABN Amro. Through efficiency, quality and expertise, Alfred provides our advisors with the tool to meet the needs of our high-end clients.
Asset Management GmbH
Frequently asked questions
Frequently Asked Questions
What is fincite • cios?
fincite • cios revolutionizes investment advice from onboarding to reporting, including portfolio optimization and a holistic view of each client’s assets in one click. You decide where to start and how to scale with end-to-end digital asset management built from modular building blocks and AI use cases.
Who uses fincite • cios and why?
Which features are available?
How does fincite • cios integrate with your systems?
How does fincite • cios support compliance?
How does fincite • cios compare to other wealth management software?
What is fincite • cios?
fincite • cios revolutionizes investment advice from onboarding to reporting, including portfolio optimization and a holistic view of each client’s assets in one click. You decide where to start and how to scale with end-to-end digital asset management built from modular building blocks and AI use cases.
Who uses fincite • cios and why?
Which features are available?
How does fincite • cios integrate with your systems?
How does fincite • cios support compliance?
How does fincite • cios differ from other providers?
Start your project with us!
Start your project with us!
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
© 2026 Fincite GmbH. All rights reserved.
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: