Comprehensive portfolio aggregation is increasingly seen as a vital capability in today’s wealth management landscape.
With clients spreading their investments across banks, platforms, and asset types, wealth managers are turning to multi-banking software to gain a unified view of client portfolios. Solutions like fincite • cios are emerging as key enablers of this strategy, offering a complete picture of client wealth and enabling tailored, data-driven advisory services.
fincite, which offers wealth management solutions, recently delved into how asset managers can benefit from modern software with multi-banking.
Financial data aggregation is no longer a luxury—it’s become a strategic necessity. For wealth managers, the ability to see beyond siloed data and into a client’s full financial position unlocks deeper insights, enhances the advisory process, and helps capitalise on otherwise missed investment opportunities. The rise of neobrokers and fragmented asset ownership has only heightened this need for visibility.
“Modern wealth managers rely on multi-banking because they know that having full visibility over a client’s Assets under View (AuV) is key to increasing their Assets under Management (AuM),” fincite product & pre-sales manager Marco Schüller said.
With a comprehensive view of all holdings, advisors can recommend strategies that account for total wealth rather than isolated accounts, fincite explained. This results in more effective portfolio management and, crucially, improved long-term returns for clients. Multi-banking software like fincite • cios allows these insights to be surfaced and acted on, boosting both client satisfaction and the firm’s bottom line.
Efficiency gains are also significant. Automating the data aggregation process helps reduce the time spent on manual input, allowing advisors to focus more on client relationships. fincite • cios integrates directly with various banking systems and AISP providers, enabling seamless and accurate updates across all accounts.
The platform’s flexibility is a core strength. It offers direct bank interfaces with institutions like FFB, FNZ, DAB, V-Bank and UBS, ensuring timely updates to account information. Where direct access isn’t available, integration with PSD2-compliant AISP partners such as wealthAPI, fino and Qwist allows financial data to be securely pulled into the system. Advisors also have the option to input portfolios manually, ensuring full coverage even for clients lacking digital access.
By centralising financial data and automating portfolio aggregation, fincite • cios positions itself as a strategic enabler in wealth management. The result is a streamlined, insightful, and efficient process that empowers advisors to offer more personalised and impactful financial advice.
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