Features for your Advisors, Portfolio Managers, and Clients
As unique as your business, Fincite.CIOS is made to support highly individual processes. Once we have defined the scope, strategy, and purpose of your project, we build the process map connecting your requirements with our software and third party software.
Features for advisors:
Management of customer risk profiling, client portfolio construction, sales recommendations, MIFID-2 documentation, performance reporting, risk reporting, portfolio health check, advisor dashboard, wealth aggregation.
Features for portfolio managers:
Portfolio construction, rebalancing, investment compliance, an audit trail of orders.
Features for your customers:
Account & fund aggregation, financial home (situation), risk-bearing capacity, evaluation of real estate & alternative investments, financial & retirement planning tools, (hybrid) Robo Advisor, chat function, banking App.