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Citi Introduces New Citi Wealth Advisor Digital Financial Planner

Citi has announced a digital financial planning solution called Citi Wealth Advisor with an aim to enable Citigold clients to work with their dedicated relationship team to create a financial plan. Citi also plans to offer commission-free trading for ETFs and new-issue U.S. Treasury purchases for Citigold clients.

“Understanding and preparing for these risks to retirement can be very reassuring,” said Chuck Cavanaugh, Head of Wealth Planning, Citi Personal Wealth Management. “And for clients who are already on pace to achieve their retirement goals, we can advance into meeting other goals like funding health care, college, travel and charitable giving. Our advisors are supported by a number of specialist teams that can provide investment analysis, risk management and advanced planning strategies.”

The supplier states that the solution will help their clients select goals to create their financial roadmap, showing them how to achieve their goals. The Citi Wealth Advisor also allows investors to model various “what if” scenarios that highlight different pathways to achieving their goals.

“There isn’t a one-size-fits-all approach to financial planning,” said John Cummings, Head of Citi U.S. Consumer Wealth Management. “We’re proud to introduce Citi Wealth Advisor, a more personalized, intuitive experience that helps clients create a financial roadmap that’s unique to them—whether that means sending their kids to college, retiring early, or buying a dream vacation home.”

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