As clients’ confidence scores change, advisors can make appropriate adjustments to their investments or other components of financial plans.Last modified on Saturday, 30 March 2019
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Citi Launches Digital Financial Planning Tool
- Saturday, Mar 30 2019
- News Roundup
- Written by PFA News
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.