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Digital Investment Reporting
with CIOS.Reporting

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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

Download here:

Unsere beste Referenz, begeisterte Kunden!

Mit Fincite.CIOS können wir komplexe Portfolios automatisch verwalten. Das verbessert die Effizienz unserer Berater und hilft ihnen, sich auf das Wesentliche zu konzentrieren: unsere Kunden.
testimonials-Ronald-Tuinenga-Product-Owner-Digital-Investments-ABN-AMRO
Ronald Tuinenga
Product Owner Digital Investments ABN AMRO