INTEGRATED SOLUTIONS FOR INSTITUTIONAL INVESTORS AND ASSET MANAGER
Ready-to-use intelligence for reporting, analytics, and integrated planning
Modular. Connected. Ready to use.
cBI Focus - The BI platform suite for institutional financial management
Analytics, reporting, and planning for investors, custodians, and asset managers
Our mission is to bring together specialized products and modular solution components under cBI Focus into an integrated platform suite designed to address key financial management requirements in the financial industry.
The focus is consistently on the needs of business users - without requiring IT expertise or dedicated IT infrastructure.
With over 25 years of experience in managing investment firms and banks, we combine deep domain expertise with modern AI-driven approaches and a secure Microsoft cloud architecture.
The products of the cBI Focus suite can be used independently or combined modularly and are designed to meet individual requirements.
The result: reduced manual effort, faster processes, and end-to-end support for analytics, reporting, and planning - scalable, consistent, and built to grow with your organization.
Key features of cBI Focus
Modular components for reporting, analytics, and planning
cBI Focus combines proven domain expertise with modular solution components. The product suite supports core financial management processes with minimal implementation effort and high consistency. The individual components can be flexibly combined and used either independently or as part of an integrated platform architecture.
Designed for institutional financial management
All products within the cBI Focus suite are specifically designed to meet the requirements of institutional financial market participants. Regulatory requirements, complex data models, and established control frameworks are an integral part of the solution design. Regardless of whether the focus is on reporting, analytics, or planning, real business processes are supported end-to-end.
Rapid time to productivity without IT complexity
cBI Focus enables business users to work with data without requiring their own IT infrastructure or deep technical expertise. Cloud-based platform components, seamless Power BI integration, and ready-to-use modules ensure short implementation times and efficient operations. The solution can be deployed both as a standalone application or integrated into existing architectures.
Products of the cBI Focus suite
Built on Power BI Embedded and Microsoft Fabric, cBI Focus Vision provides a secure and future-ready cloud platform for institutional investment and financial reporting. Its data architecture, aligned with the FundsXML standard and combined with AI-supported data mapping, enables a ready-to-go approach to data management - compatible, extensible, and with significantly reduced implementation effort.
Explore VisioncBI Focus Planner extends Power BI with integrated planning, budgeting, and forecasting capabilities, including direct writeback. Business users can enter, allocate, and update values directly within Power BI - without additional planning tools or system discontinuities.
Explore Planner