Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: Our Mission: Closing the advice gap

“Human-only” offline advice is not scalable and requires considerable manual efforts. On top of that, increasing regulatory requirements is not feasible manually and bears liability as well as reputation risks. With our hybrid Robo Advisor, these challenges are overcome. Advise your clients automated and individually and empower your advisor!

How they describe their product/innovation: Holistic Performance & Risk Reporting – for advisors and clients!

From wealth aggregation to portfolio analysis, CIOS.Reporting gives you all your clients’ wealth data – prepared in an intuitive frontend.

Product distribution strategy: Direct to Business (B2B)

Contacts

Bus. Dev.: Daniel Rahim, Business Development Representative, daniel.rahim@fincite.de, +49 171 4115122
Press: Christian Paulus, Marketing, marketing@fincite.de