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      CRM products for the financial sector | Laptop with numbers & hand with pen over the keyboard

      Automated factsheets

      Directly from your fund data: professionally designed, regulatory checked, ready for immediate use - digital & printable.

      CRM

      With a CRM for the financial sector, you can maintain an overview at all times - clean, secure and scalable.

      Website solutions

      Master data, portfolios, charts, ESG & documents - modular, web-optimized and specially developed for financial companies.
      Read more references
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      Modular tools for the financial sector - from a harmonized platform.

      CIXONfinance provides you with specialized software modules for the efficient management, presentation and communication of financial data. Whether CRM, interactive web modules or automated factsheets - our solutions are specifically developed for the requirements of financial companies and can be seamlessly integrated into existing systems.

      Overview of the CIXONfinance Hub modules

      CIXONfinance

      CRM

      Central customer and document management for financial companies - with sales management, contract management and investment profiles
      Learn more

      CIXONfinance

      Web

      Modular web solutions for master data, portfolios, ESG data, charts and documents - can be integrated directly into your website
      Learn more

      CIXONfinance

      Factsheets

      Automated creation of regulatory fund documents - multilingual, CI-compliant and available at any time
      Learn more

      CIXONfinance CRM - Customized CRM for the financial world

      Customer relationship management systems, or CRM systems for short, play a central role in the growth of financial services companies. They are the basis for central customer data management, they enable the automation of tasks or entire workflows and they automate and optimize sales processes.

      With Finance CRM, CIXON supports you in the introduction and customization of a CRM system that is precisely tailored to the requirements of the financial sector. Whether construction financing, investment products or pension provision - we ensure that your customer processes are mapped digitally, efficiently and in compliance.

      From € 5,000

      2025-01-17 00:00:00 | Serviced Package

      Our promise: CRM that fits the financial world

      We support you from selection to implementation and customization - whether HubSpot, Salesforce or another system. With a deep understanding of the financial sector, we work with you to develop a solution that not only works technically, but also noticeably improves your business.

      Book an initial consultation

      What sets CIXONfinance CRM apart:

      Sector-specific client management

      • Recording of financial data, risk profiles, investment horizons & family circumstances

      • Structured view of customers as the basis for individual advice


      Automated processes & workflows

      • Follow-ups, contract extensions, offer tracking

      • Save time, minimize errors - all GDPR-compliant


      Individual sales pipelines

      • For construction financing, funds, pensions & more

      • Clear process phases for full transparency and efficiency in sales

      Efficient document management

      • Central storage and dispatch of contracts, consultation protocols & product information

      • Including tracking functions for targeted customer contact


      Compliance & security

      • Data protection-compliant with granular access rights, encryption & backups

      • Compliance with regulatory requirements such as GDPR and BaFin specifications

      Arrange a consultation now

      CIXON Finance Hub CRM - Prices

      Starter Package

      The easy way to get started with digital
      customer management.

      Start from
      5,000€ one-off

      Ideal for: Perfect start for smaller teams who want to centralize their customer processes.

      Arrange an initial consultation
      Functions:
      • Central CRM customer database
      • Lead generation forms
      • Portfolio website & simple blog
      • Contact segmentation (private investor / institutional investor)
      • Business card scanner
      • Zentrale CRM-Kundendatenbank
      • Lead-Generierungsformulare
      • Portfolio-Website & einfacher Blog
      • Kontakt-Segmentierung (Privatanleger / Institutioneller Anleger)
      • Visitenkarten-Scanner
      mehr lesen ↓

      Professional Package

      Optimize processes & involve customers more closely.

      Start from
      15,000€ one-off

      Ideally suited for: More efficiency in sales & marketing and stronger customer loyalty through professional automation.

      Arrange an initial consultation
      Everything from the starter package plus:
      • Campaign workflows for event follow-ups.
      • Content library (blog, whitepaper, etc.)
      • Member area for exclusive content
      • Automated lead scoring & segmentation
      • Sales pipelines incl. social media integration
      • Kampagnen-Workflows für Event Follow-Ups.
      • Content-Bibliothek (Blog, Whitepaper, etc.)
      • Mitgliederbereich für exklusive Inhalte
      • Automatisiertes Lead-Scoring & Segmentierung
      • Vertriebspipelines inkl. Social Media Integration
      mehr lesen ↓


      Enterprise Package

      The complete solution for sophisticated business models.

      Start from
      35,000€ one-off

      Ideally suited for: Large companies with complex requirements. A complete solution that covers all aspects of your customer management.

      Arrange an initial consultation
      Everything from the Professional Package plus:
      • Complex lead scoring (customer fit)
      • AI-supported service chatbot for customer communication
      • Integration of SSO (Microsoft Azure)
      • Extended reporting functionality
      • Event management incl. planning & follow-up
      • Komplexes Lead-Scoring (Customer-Fit)
      • KI-gestützter Service Chatbot für Kundenkommunikation
      • Integration von SSO (Microsoft Azure)
      • Erweiterte Reporting-Funktionalität
      • Event-Management inkl. Planung & Nachbereitung
      mehr lesen ↓
      Arrange a non-binding consultation appointment now +

      CIXONfinance Web ensures the seamless integration of product data into the website

      Transparency, efficiency and control for your fund and portfolio management.

      CIXON's finance software provides you with a powerful toolset for data-driven work in the financial world - from the maintenance of central fund data to ESG analyses and the automated creation of regulatory documents. Modular in design, precisely tailored to the requirements of the industry.

      Barrierefreie Websites _ Stefan Wendt & Dominik Enzler arbeiten am Laptop

      Arrange a consultation now

      CIXON Finance Hub Web - Prices

      Master data
      management


      The "Master data" module offers centralized and structured management of all relevant fund information. It enables a clear presentation of master data and ensures consistent data quality.

      Start from
      50€ per month.
      Arrange an initial consultation
      Advantages & functions:
      • Advantages: Optimizes data quality and minimizes manual effort in fund administration.
      • Functions:
      • Management of market values, issue/redemption prices and fund volumes.
      • Storage of ISIN, WKN, Bloomberg identifiers and other fund data.
      • Documentation of current costs, fund characteristics, investment focus and sustainability criteria.
      • Detailed information on the management company, investment advisor and depositary.
      • Vorteile: Optimiert die Datenqualität und minimiert manuellen Aufwand bei der Fondsverwaltung.
      • Funktionen:
      • Verwaltung von Kurswerten, Ausgabe-/Rücknahmepreisen und Fondsvolumen.
      • Hinterlegung von ISIN, WKN, Bloomberg-Kennungen und weiteren Fondsdaten.
      • Dokumentation laufender Kosten, Fondseigenschaften, Anlageschwerpunkten und Nachhaltigkeitskriterien.
      • Detaillierte Angaben zu Verwaltungsgesellschaft, Anlageberater und Verwahrstelle.
      mehr lesen ↓

      *The price of this module is per fund.

      Fund charts & performance visualization

      The "Fund charts" module provides a powerful visualization of fund performance. Interactive and dynamic charts clearly present the performance.

      Start from
      90€ per month.
      Arrange an initial consultation
      Advantages & functions:
      • Benefits: Increases transparency and supports data-driven decisions and engaging communication with investors
      • Functions:
      • Presentation of historical performance over flexible periods.
      • Rolling performance data for detailed trend analyses.
      • Dynamic charts that can be adapted intuitively.
      • Vorteile: Erhöht die Transparenz und unterstützt datengetriebene Entscheidungen sowie eine ansprechende Kommunikation mit Investoren
      • Funktionen:
      • Darstellung der historischen Wertentwicklung über flexible Zeiträume.
      • Rollierende Performance-Daten für detaillierte Trendanalysen.
      • Dynamische Charts, die sich intuitiv anpassen lassen.
      mehr lesen ↓

      *The price of this module is per fund.

      Portfolio
      Insights

      The "Portfolio Insights" module provides comprehensive analyses and insights into the portfolio composition. It supports the optimization of investments and provides decision-relevant risk assessments.

      Start from
      90€ per month.
      Arrange an initial consultation
      Advantages & functions:
      • Advantages: Provides detailed insights for data-based portfolio management.
      • Functions:
      • Analysis of portfolio positions, sector distributions and currency allocations.
      • Integration of risk indicators such as volatility and Sharpe ratio.
      • Presentation of the Synthetic Risk and Reward Indicator (SRRI) for comprehensive risk analysis.
      • Vorteile: Bietet detaillierte Einblicke für ein datenbasiertes Portfolio-Management.
      • Funktionen:
      • Analyse von Portfolio-Positionen, Sektorenverteilungen und Währungsallokationen.
      • Integration von Risikokennzahlen wie Volatilität und Sharpe Ratio.
      • Darstellung des Synthetic Risk and Reward Indicators (SRRI) zur umfassenden Risikoanalyse.
      mehr lesen ↓

      *The price of this module is per fund.

      ESG Analytics

      The "ESG Analytics" module enables a comprehensive assessment and documentation of environmental, social and governance (ESG) criteria. It supports compliance with sustainability standards and promotes attractiveness for ESG-oriented investors.

      Start from
      50€ per month.
      Arrange an initial consultation
      Advantages & functions:
      • Advantages: Facilitates compliance with ESG guidelines and supports sustainability-oriented investment strategies.
      • Functions:
      • ESG risk analyses and ratings for portfolios.
      • Distribution of ESG risks and scores.
      • Management of ESG documentation.
      • Integration of business engagement metrics and ESG risk assessments.
      • Vorteile: Erleichtert die Einhaltung von ESG-Richtlinien und unterstützt nachhaltigkeitsorientierte Investitionsstrategien.
      • Funktionen:
      • ESG-Risikoanalysen und Ratings für Portfolios.
      • Verteilung von ESG-Risiken und Scores.
      • Verwaltung von ESG-Dokumentationen.
      • Integration von Kennzahlen zum Geschäftsengagement und ESG-Risikobewertungen.
      mehr lesen ↓

      *The price of this module is per fund.

      Automated document integration

      The "Automated document integration" module enables the automatic linking of fund documents such as fund presentations, sales prospectuses, PRIIPs, annual reports and many more directly from the KVG to the website. Automatic synchronization eliminates the need for manual transfer.

      Start from
      90€ per month.
      Arrange an initial consultation
      Advantages & functions:
      • Advantages: Facilitates compliance with ESG guidelines and supports sustainability-oriented investment strategies.
      • Functions:
      • ESG risk analyses and ratings for portfolios.
      • Distribution of ESG risks and scores.
      • Management of ESG documentation.
      • Integration of business engagement metrics and ESG risk assessments.
      • Vorteile: Erleichtert die Einhaltung von ESG-Richtlinien und unterstützt nachhaltigkeitsorientierte Investitionsstrategien.
      • Funktionen:
      • ESG-Risikoanalysen und Ratings für Portfolios.
      • Verteilung von ESG-Risiken und Scores.
      • Verwaltung von ESG-Dokumentationen.
      • Integration von Kennzahlen zum Geschäftsengagement und ESG-Risikobewertungen.
      mehr lesen ↓

      *The price of this module is per fund.

      Automated factsheets

      The "Automated factsheets" module offers a powerful solution for creating and managing factsheets. In addition to automatically updating data, it enables factsheets to be uploaded and managed in a separate backend.

      Start from
      120€ per month.
      Arrange an initial consultation
      Advantages & functions:
      • Advantages: Reduces manual effort, ensures consistent documentation and optimizes communication with investors.
      • Functions:
      • Automatic creation of month-end factsheets in standardized formats
      • Integration of current fund key figures and data in all documents.
      • Finance backend for individual monthly commentary and further customization options for the factsheet.
      • Vorteile: Reduziert manuellen Aufwand, stellt konsistente Dokumentation sicher und optimiert die Kommunikation mit Investoren.
      • Funktionen:
      • Automatische Erstellung von Monatsultimo-Factsheets in standardisierten Formaten
      • Integration aktueller Fondskennzahlen und Daten in alle Dokumente.
      • Finance-Backend für individuellen Monatskommentar und weitere Individualisierungsmöglichkeiten des Factsheets.
      mehr lesen ↓

      *The price of this module is per fund.

      Arrange a non-binding consultation appointment now +

      Customer example

      Portfolio-1
      To the customer website

      CIXONfinance FACTSHEET generates factsheets on-demand, updated daily or at the end of the month

      In addition to the legally required PRIIPs, factsheets continue to play an important role for most issuers in communicating with interested parties, investors and sales partners. In addition to technical information, marketing-supporting information such as the fund management's monthly commentary or the investment philosophy can also be used here.

      Typical steps in factsheet development are

      • Data connection to the KVG (capital management company)
      • Connection to variable fund data, such as market values, issue/redemption prices, fund volumes and ongoing costs
      • Backend for entering individual information(such as the portfolio manager's monthly commentary)
      • Development & implementation of the factsheets
      • Integration of the factsheets into the website
      Arrange a consultation now
      CIXONfinance | Computer in a business meeting

      CIXON Finance Hub Factsheet - Prices

      Automated factsheets

      The "Automated factsheets" module offers a powerful solution for creating and managing factsheets. In addition to automatically updating data, it enables factsheets to be uploaded and managed in a separate backend.

      Start from
      120€ per month.
      Arrange an initial consultation
      Advantages & functions:
      • Advantages: Reduces manual effort, ensures consistent documentation and optimizes communication with investors.
      • Functions:
      • Automatic creation of month-end factsheets in standardized formats
      • Integration of current fund key figures and data in all documents.
      • Finance backend for individual monthly commentary and further customization options for the factsheet.
      • Vorteile: Reduziert manuellen Aufwand, stellt konsistente Dokumentation sicher und optimiert die Kommunikation mit Investoren.
      • Funktionen:
      • Automatische Erstellung von Monatsultimo-Factsheets in standardisierten Formaten
      • Integration aktueller Fondskennzahlen und Daten in alle Dokumente.
      • Finance-Backend für individuellen Monatskommentar und weitere Individualisierungsmöglichkeiten des Factsheets.
      mehr lesen ↓

      *The price of this module is per fund.

      Arrange a non-binding consultation appointment now +

      Customer example

      Group 86
      Group 87
      Group 85
      Group 88

      CIXONfinanceFACTSHEET offers a flexible and easy-to-use backend for updating and customizing factsheets

      Factsheet - current month

      Simply import the current monthly commentary of the fund management to the respective factsheet ...

      Enlarge image
      Factsheet - Performance chart

      ... or simply make adjustments to the performance chart...

      Enlarge image
      Factsheet - Master data table

      ...fill the master data table with fixed data or with a connection to external data sources...

      Enlarge image
      Factsheet backend editing

      ...so many areas of the factsheet can be edited in the backend...

      Enlarge image
      Factsheet - Updating the values

      ...such as updating the values for the breakdown of assets by sector.

      Enlarge image

      Customer testimonials

      The collaboration was professional and solution-oriented right from the start. Particularly noteworthy: quick response, in-depth expertise and clear communication. Thanks to CIXON, we have learned how automation on a solid database can quickly take effect. A clear recommendation for companies with isolated systems.

      Philipp Prömm | Managing Partner Shareholder Value Management AG
      Philipp Prömm
      Managing Partner
      Shareholder Value Management AG

      CIXON provided us with comprehensive support during the introduction of HubSpot as a central CRM - from process workshops to technical implementation and training. The collaboration was efficient, based on partnership and we are continuing to develop the platform together.

      image 2 (1)-1
      Alice Rispoli-Bramm
      Senior Project Manager
      Fintiba GmbH

      In just five months, CIXON fundamentally transformed our online marketing - from website relaunch and HubSpot implementation to successful lead generation. Particularly valuable: the structured approach to target groups, customer journeys and content. We continue to work together as equals with full conviction.

      Kai Heinrich avatar photo
      Kai Heinrich
      Chairman of the Management Board
      Plutos Asset Management AG

      Delivered as promised - this is a good way to summarize the cooperation with Cixon during the onboarding process on the HubSpot platform. The relevant functions were explained very well in three entertaining sessions and the first newsletter was sent out together. We look forward to further cooperation!

      Lars Hettche - Fund advisor
      Lars Hettche
      Fund advisor
      HC Capital Advisors GmbH

      The Cixon team - real customer success managers!
      After onboarding, we wanted to get started with HubSpot, but quickly came up against technical hurdles. CIXON stepped in at short notice: The problems were identified in a 30-minute call - and resolved that very evening. This was a crucial step for us to get started with our content. Thank you for the fast, competent support.

      Nadja Wakefield - Project management auxilion AG
      Nadja Wakefield
      Project management corporate communications
      auxilion AG

      Does that sound exciting?
      Then let's talk without obligation:

      1. Select a suitable date and time
      2. Fill in the form fields
      3. Appointment is booked. We look forward to the meeting!