Solution introduction
CIOS - Composable investment suite
A suite to create a superior investment experience
CIOS combines a unique experience to the advisor and customers with a composable platform. CIOS allows you to create your own investment process and focus on what’s important: Your customer.
- Dynamic reporting with comprehensive insights on performance, risk, allocation, ESG, etc.
- Customer onboarding and management of customer profiles
- Customer UX including customizable customer-facing reports and interactive processes
- Wealth aggregation by connecting accounts and alternative assets to a 360° view
- MIFID-2-compliant advice process incl. financial planning with risk profile, investment proposal and documentation
- Custodian integration with order-, reporting-, onboarding-interfaces
