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Citi Launches Digital Financial Planning Tool

Friday, Mar 29 2019

News Roundup

Written by PFA News

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Citi Launches Digital Financial Planning Tool

Citi has rolled out Citi Wealth Advisor, which is a goals-based digital planning service that creates confidence scores for clients and is being offered to Citigold clients. So reports Verdict.

As clients’ confidence scores change, advisors can make appropriate adjustments to their investments or other components of financial plans.

Read the full article from Verdict.

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