Citi Wealth unveiled several new technology capabilities aimed at empowering advisors to deliver a more proactive, data-driven and personalized client experience. The new tools move Citi Wealth closer to its goal of building a unified, AI-driven layer of intelligence to support a client’s entire financial lifecycle.

The launch includes Portfolio Intelligence – a client-facing tool designed to provide Citi Wealth clients with swift and personalized portfolio insights at the click of a button. The rollout also features several advisor-first resources, including AskWealth CIO, Client 360 and CitiScribe, innovations aimed at streamlining advisor workflows and enriching client interactions.

“Citi Wealth aims to set the industry standard for client advice and service,” said Andy Sieg, Head of Wealth. “Our objective is to create an ecosystem of AI-powered tools that scale the identification of investment opportunities, spot risks and provide guidance for next steps.”

Other initiatives are in the works, according to Joe Bonanno, Head of Citi Wealth’s Data, Analytics and Innovation team. One priority is simplifying and modernizing the account opening process. Bonanno said his team is working with the firm’s major technology partners, including Google Cloud and Palantir, on this and other projects. 

Here are the tools currently in implementation:  

Portfolio Intelligence: A Unified, Insight Driven Client View

Portfolio Intelligence offers clients a holistic view of their portfolios in an easy-to-use interface. The platform integrates positions, performance metrics and market insights from Citi Wealth’s Chief Investment Office into a single digital experience. Through an app, it will also enable advisors to deliver personalized messages, thus strengthening relationships and informed decision-making through continuous engagement. Portfolio Intelligence is already available to Citi Private Bank clients in North America and will expand to Citi Private Bank clients globally in Q2 and all Wealth clients by year-end.

AskWealth CIO: Chief Investment Office Insights for Advisors 

AskWealth CIO, an expansion of the firm’s successful AskWealth platform, provides advisors with access to the latest insights from Citi Wealth’s Chief Investment Office. Through a conversational chat interface, advisors can retrieve CIO perspectives sourced directly from the firm’s most recent reports. This platform is currently in pilot within the Citigold, Wealth at Work and Citi Private Bank businesses in North America, with an expansion planned to the remaining regions in the coming weeks.

Client 360: A Comprehensive View of Client Portfolios

Client 360 is a unified internal platform that consolidates disparate client data into a single, seamless view. Advisors can access holdings, positions, call logs, opportunities, interests and a host of related data points on one screen – allowing for faster and more personalized engagement. It is in pilot with a select group of advisors in Citi Private Bank and Wealth at Work in North America – with full rollouts to these segments planned for this month. All Citi Wealth colleagues will gain access in Q2 2026.

CitiScribe: An AI Note-Taking Tool for Advisors 

CitiScribe is an AI powered note taking tool that summarizes client discussions and key points to eliminate manual documentation by advisors and their teams, thus improving accuracy, timeliness and follow up. CitiScribe rolled out to all Wealth advisors in North America in Q1 2026.