Fincite CIOS

The world’s first connected wealth management software

In a world where “human financial advice” gets more expensive day by day, Fincite empowers retail banks, private banks and insurers to provide digital or digitally-empowered (hybrid) investment services to their clients. All this seamlessly integrated into their current processes, channels and architectures via one software – Fincite.CIOS.

Fincite Digital Wealth Management Software

Our customers benefit from:

Increased revenue per customer, advisor and portfolio manager

Reduced costs through cutting efforts along the investment value chain

Ensured compliance through automated documentations and rules

Our wealth management software empowers banks, insurers and asset managers to:

Provide holistic advice on all assets of a customer aggregated into a 360° view

See our Aggregation Engine

Generate insights for the customers by analyzing their financials and providing impulses for the advisor

See our Analytical Engine

Automate the construction of individual portfolios matching the preferences, objectives and restrictions of the customer with the investment rules of the bank

See our Optimization Engine
Fincite CIOS

Our software supports the value chain of investments with a lot of functionalities bundled in the CIOS-Suite.

Our solution – Modular wealth management software

Client channel

Sales support/dashboard, wealth aggregation, digital onboarding, client management

Advice

MiFID II check & profiling, retirement planning, Hybrid advice, integrated research

Investment

Portfolio management & analysis, rebalancing, investment restrictions simulation

Servicing

Financial planning, private markets, 360° client view, alternative investments

Reporting

Client reporting, management reporting, performance reporting, risk reporting

What our customers say about our digital wealth management software:

Start small and be fast

Thanks to our modular setup, you can start by using single functionalities without implementation. Within only a few weeks, you can connect to our service via API or file transfer in order to explore our software’s features.

1

Proof of Value

Test our application in your processes with your advisors, portfolio managers or test clients

2

Minimum Viable Product

Implement a solution based on CIOS for your individual use case within a few months

3

Implementation

Depending on your architectural environment, we can integrate your Core Banking, CRM, Portfolio Management System or deposit bank