Skip to the main content.
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!

Icon-Ecosystem FinciteEcosystem

All partners at a glance, from custodian banks to software partners.

Icon EventEvents

Revolutionizing the WealthTech scene together!

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.

- Whitepaper -

Hybrid Robo Advisor



Excite your clients & increase your AuM

With our hybrid Robo Advisor, we support financial institutions to overcome the challenge of combining digital and personal advice. Easy to adapt to your current IT infrastructure and of course compliant.

Our hybrid onboarding process includes profiling, goal setting, and portfolio option determination.

Advise your clients in an automated and individualized way and strengthen your advisors!

Download now our Hybrid Robo Advice presentation [free] and learn more about:

  • Profiling (MiFID II)

  • Objectives & Restrictions

  • Portfolio construction

Download Hybrid Robo Advisor Presentation

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.


Awards Website (1)