AI Technology for the investor of the future

Engage with a New Generation

Offer extreme personalization, value-added digital experiences,
and co-create with your customers

 

Increase Productivity

Bring the advisors’ game to the next level using the most advanced
AI & Automation technologies

Maximize After Tax Returns

Reduce underlying costs actively managing risk,
and systematically harvesting tax losses

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AI SOLUTIONS FOR THE ENTIRE INVESTMENT JOURNEY

Integrate with your systems or use our E2E platform

01.

Portfolio Management

Unparalleled portfolio control and operational efficiency from beginning to end.

  • Aggregator
  • Analytics
  • Rebalancing
  • Tax Management
  • Trader
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02.

Research

Share your research with your team and clients, and get inspired by other professional investors.

  • Screeners
  • Comparator
  • Asset Allocation
  • Marketplace
  • My Research
  • Proposal Generator
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03.

AI

Use AI to optimize your portfolios and drive advisor’s commercial effectiveness.

  • AI Copilot
  • AI Builder
  • Alerts
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TOTAL CONTROL AND PROCESS AUTOMATION

Gain Total Control and Make Informed Decisions

Real-time access to portfolio analytics including fundamental, risk and performance metrics; aggregate accounts to provide a 360 view of your investments.

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Eliminate Manual Tasks for Good

Optimize your processes with AI-driven solutions, eliminating manual tasks, and freeing up resources. Spend more quality time with your clients as our automated systems handle rebalancing and tax loss harvesting efficiently.

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Optimize Trade Execution

Optimize trades needed to implement your strategy and batch trading executions to prevent adverse price movements and errors.

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RESEARCH WITHOUT LIMITS

  • Create and Share your Research

    Find suitable assets, create your portfolios and share your research with the entire organization

  • Pick Ideas from PRO Investors

    Join our community and access strategies from top Asset Managers and CITEC’s AI team

  • Generate Customized Client Proposals

    Select a model portfolio and adapt to you client’s specific needs and preferences

GENERATIVE AI & ADVANCED OPTIMIZATIONS

Bring the Advisor’s Game to the Next Level

Experience the next level of advisor support with our AI Copilot & Optimizations. Empowering you throughout the entire investment process, our tools enhance effectiveness and drive productivity.

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Helping the advisor of the future

Private Banks

With a focus on exclusivity and superior client experiences, our platform equips private banks with cutting-edge technology to elevate their wealth management services.

RIAs

Empowering RIAs with robust investment research and client-centric tools, we help them build strong relationships and achieve outstanding financial outcomes for their clients.

Family Offices

We understand the complexities of managing family wealth, and our specialized tools enable family offices to streamline operations and preserve and grow wealth across generations.

Asset Managers

Our comprehensive financial solutions cater to asset managers, offering advanced tools and analytics to optimize portfolio management and maximize returns.

Wealth Managers

Providing personalized strategies and expert guidance, we empower wealth managers to deliver exceptional financial planning services tailored to their clients’ unique goals.

Online Brokers

Our innovative platform offers online brokers the resources they need to empower their customers with seamless trading experiences, data insights, and market-leading research tools.