OpenWealthSM
Wealth Managers are partnering with Citi OpenWealth to provide their high-net-worth investors with true Unified Managed Household portfolio and tax optimization. Developed by an industry leader in Managed Accounts, Citi’s OpenWealth leverages groundbreaking technology to deliver the first automated all-in-one wealth management platform delivering goal oriented strategies across an investors household of accounts.
OpenWealth eliminates product silos and additional costs. Wealth Managers can bypass separate overlay and optimization technology, disparate systems integration using OpenWealth’s end-to-end processing and true UMH capabilities:
- Automated portfolio and tax optimization across a household supporting goal-oriented portfolios
- Automated overlay with robust CIO options reduces cost and increases distinguishing features
- Mix Mutual Funds, ETFs, and SMAs in one account or household
- Support all Managed Account programs (SMA, MSP, UMA Rep as PM and FundWrap) from one web-based system, eliminating product silos and additional costs
- End-to-end account support from robust FA desktop, proposal system and account agreements to automated rebalancing and restriction management
