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WealthTech Software from the heart of Frankfurt. Learn more about us.

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Wanna revolutionize the world of digital investments with us? This way!

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Our offerings range from onboarding to reporting as self-service, assisted or hybrid solution.

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Our Software Solutions for your Customer Onboarding as Self Execution, Advisor Guided or Hybrid!

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Whether 100% digital or hybrid with personal advice, our software adapts to your operating model in a modular way.

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From SAA Construction, Advisor Software to Portfolio Management. Our software digitizes your process E2E.

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Transaction Ordering. Contact us for more information.

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From asset aggregation to portfolio analysis with CIOS.Reporting you get all your clients' asset data - prepared in intuitive dashboards.

- Download free Whitepaper -

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:

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.
Ronald Tuinenga
Product Owner Digital Investments ABN AMRO