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Digital Investment Reporting
Excite your clients and advisors!
From asset aggregation to portfolio analysis with CIOS.Reporting you get all asset data of your customers - prepared in an intuitive frontend.
Download our digital reporting presentation [free] now and benefit from:
- Significant time savings per reporting
- Linking of portfolio data with market data (Morningstar)
- Fast identification of risks and potentials
- Modern dashboards (front ends) and intuitive charts
- Generation of discussion points
- Access for advisors and customers
Our client's opinions:
With Fincite.CIOS, we can manage complex portfolios automatically. This strengthens the efficiency of our consultants and helps them focus on the essentials: the customer.