Skip to the main content.
Contact Us
Contact Us
Icon About usAbout us

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

Icon CareerCareer

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

CIOS.Reporting Logo

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

Icon OnboardingOnboarding

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

Icon AdviceAdvice

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

Icon InvestmentInvestment

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

Icon OrderingOrdering

Transaction Ordering. Contact us for more information.

Icon ReportingReporting

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

 

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 CIOS.Reporting Whitepaper

Your WealthTech Experts

Neue AMs

Our Promise:

Get the Case Study directly into your email box.

Discuss your digitization project with our experts. Whether it's customer onboarding, digital or hybrid consultation, ESG or investment reporting.

Personal demo on request.

 

WealthTech Experts Contact Form (1)-1

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.
testimonials-Ronald-Tuinenga-Product-Owner-Digital-Investments-ABN-AMRO
Ronald Tuinenga
Product Owner Digital Investments ABN AMRO