Wednesday, March 18, 2009
Citi unveils OpenWealth
Citi today announced the launch of OpenWealthsm, the first Unified Managed Household (UMH) servicing platform providing automated household portfolio and tax optimization for investors serviced through distributors and sponsors of wealth management...
TIAA-CREF, the nation's leading provider of retirement services for the academic, medical, research and cultural fields, has selected and launched Citi's offering as the operating platform for its fee-based wealth management solution...
FinExtra: Citi unveils OpenWealth
TIAA-CREF, the nation's leading provider of retirement services for the academic, medical, research and cultural fields, has selected and launched Citi's offering as the operating platform for its fee-based wealth management solution...
FinExtra: Citi unveils OpenWealth
Permalink posted by markw @ 11:20 AM 
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