Research

Let us be the compass that guides you towards effective portfolio management. Harness real-time data and cutting-edge analytics to uncover investment insights, evaluate market trends, and fine-tune your strategies.

Marketplace

Access information from top advisors and managers worldwide. Elevate your investment game with Citec’s Marketplace, your gateway to curated investment models and strategies designed to optimize your portfolio performance.

Key benefits

  • Access expert-curated investment models

  • Prioritize a balanced performance while minimizing risk

  • Save time with pre-built well-researched models

Key features

  • Curated Model Selection
    Explore pre-vetted investment models catering to various styles and preferences
  • Performance Analytics
    Make data-driven decisions with detailed insights into the historical performance of each model
  • Seamless Integration
    Effortlessly integrate chosen models into your portfolio with a user-friendly interface for centralized management

Summary video

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Process diagram

  • Apply screeners to filter your results

  • Analyze and review the look-through

  • Replicate model portfolios or modify them in seconds

  • Save for later use or trade in the moment

Product specifications

  • +5 different Asset Managers

  • +30 model portfolios

  • +20 Separated Managed Accounts

Target client

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.

Wealth Managers

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

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.

Asset Managers

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