New generations of investors have different needs. With current
platforms and solutions, it’s impossible to meet their demands in time.
Baby boomers
(>50 years old)
0
of assets
$13 Trillion
New Generations
(<50 years old)- Price-Sensitive Clients
- High Customization Needs
- Hands-on Investors
- Digital Experiences
Build winner value propositions for the new generation with us
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Centralize Portfolio Management, Advisory, Operations and clients under one platform
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Enable co-creation & personalization with real-time analytics and optimizations
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Make direct investing scalable as a way to reduce TER and tax burden
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Automate manual processes such as trading, tax harvesting, and rebalancing
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Provide transparency & great digital experiences to customers
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Leverage generative AI & advanced analytics to help advisors bring their game to the next level
- 1. No operations team
- 2. No portfolio management team
- 3. No additional expenditure in data, research or reporting tools
While offering the most personalized service today only offered to UHNW
- ExtremePersonalization
- MaximizeAfter tax returns
- Real time access to detailedAnalytics & reporting
CITEC AI is the all-in-one platform that will change the way advisors work today
One advisor can manage
100 of clients with…
The future is here and there
Our main offices are in Miami and Madrid, but our clients are everywhere.