CITEC is a WealthTech B2B startup that offers personalized portfolio management and rebalancing technology to online brokers, wealth managers, and asset managers.

Our AI and Analytics technology helps reduce underlying fees, create and manage highly personalized portfolios, offer real-time portfolio analysis, reduce tax burdens and automate processes.

Finally, thanks to our investment as a service model offering cloud based APIs, we can significantly reduce implementation time, development cost, and data & infrastructure cost.

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