The most advanced Artificial Intelligence technology
We use Artificial Intelligence and Direct Indexing technology to help you create monitor and rebalance your portfolios in a seamless way
CITEC solution is build around 3 key components
Our data platform is core to our solution allowing for maximum customization & precision by integrating multiple sources of financial & non financial information
Our direct Indexing technology and AI optimization system is the engine that powers our portfolio optimization and recommendations in an scalable way
Our platform will allow the financial advisors to fully leverage the power of AI to build, rebalance, and monitor their clients portfolios in a seamless way
We have the most advanced AI for Direct Indexing
CITEC optimizer looks at a universe of +3,000 stocks and generates thousand of scenarios for the equity universe
The AI engine identifies the combination of stocks that minimizes the expected tracking error
Client factors are considered while defining the equity universe to do stocks screening
Our platform will allow FAs to manage their portfolios – Under construction
Our technology can help you drive social and responsibility impact
ESG passive portfolio:
Emission portfolio
Carbon neutral portfolio
ESG certified companies
Customized portfoilo:
Stock screening based on ESG criteria
Define certain ESG standards (companies certification)
Exclude companies with a history of corruption or environmental complaints
ESG reporting:
Reports will have detailed ESG metrics
ESG data integrated in our data lake