The power of Artificial Intelligence in your hands

We use Artificial Intelligence and Direct Indexing technology to help you create monitor and rebalance your portfolios.

Let's Talk

CITEC technology will help you maximize your performance

Our technology will allow you to maximize performance through diversified asset allocation, systematic tax harvesting, low fees structure and extreme customization

Asset Allocation

+0.5-1.0%
Yield through diversification

Clients needs and risk profile assessment
Solutions that maximize risk/return
Simulations and backtest

Tax Harvesting

+0.5-2.0%
Tax alpha

Direct Indexing portfolio
Systematic tax harvesting
Minimal tracking error

Low Fees Structure

+0.5-1.5%
Fees reduction vs. active strategies

Passive instruments reducing cost 
Robo technology allowing to scale
Reports showing value created

Extreme Customization

Asset screening 
Factors models

Our approach : support guaranteed on every step

1

Assess client needs

Understand client needs and preferences:

 

Assess current portfolio and outstanding capital gains 

 

Define financial plan, risk profile, and investment preferences 

2

Customize solutions & build scenarios

Define a customized solution that maximizes value:

 

Define a few alternative solutions

 

Run scenarios to help clients make an informed choice

3

Set up and configure solution

Create portfolio starting from existing portfolio:

 

Upload initial portfolio and new cash

 

Identify tax harvesting opportunities

 

Optimize portfolio

4

Monitoring and reporting

Monitor portfolio and create reports:

 

Identifying tax harvesting opportunities

 

Monitor tracking error

 

Create automatic reports

5

Rebalance

Rebalance the portfolio:

 

Rebalance portfolio to capture tax benefits

 

Rebalance portfolio to reduce tracking error

 

Rebalance portfolio to invest more cash

Want to know how CITEC can help you?

Share your information and we will get in touch.