PIONEERING A NEW ERA OF INVESTORS AND ADVISORS COLLABORATION

Analytics & Research

Co-create in a Digital Environment with Analytics on 30,000+ Assets

 

Account Aggregation

Effortlessly connect all your accounts and gain a comprehensive 360° view

Secure Information Sharing

Share and collaborate in a secure Digital Environment

Artificial Intelligence

Boost Productivity with AI-Driven Information Sharing, Portfolio Optimization and Process Automation

scroll down

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
Know more
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
Know more
03.

AI

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

  • AI Copilot
  • AI Builder
  • Alerts
Know more

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.

Learn more

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.

Learn more

Optimize Trade Execution

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

Learn more

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.

Learn more
app frame
app frame
app frame
app frame

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.