Wealth Management Simplified: fincite CIOS – The leading all-in-one SaaS wealth management solution, designed with an intuitive and user-friendly interface!

From Onboarding, Advice, Investment, Ordering & Reporting – all MiFID II compliant.

We empower our clients to focus on what they do best – delivering exceptional service to their customers.

With fincite CIOS, the entire wealth management process becomes more efficient and fully digitalized, reducing both costs and time. This allows advisors to invest more resources into personalized client relationships, while clients benefit from an outstanding, intuitive experience. Through their own dedicated access, they can easily view their entire wealth portfolio in a modern and well-structured application, making wealth management more transparent than ever before.

fincite CIOS

by Fincite GmbH