Developed by Citis securities and fund services business, CitiConnect is the most comprehensive hub to date for straight-through processing of reconciliation, trading and allocations in the managed accounts industry.
Users can send trades on all their SMA accounts from one unified order management system that connects across multiple styles, sponsors and programs.
CitiConnect for SMAs provides our clients with unified trade processing from a single platform, said Jonathan Flitt, head of SMA connectivity at Citis investment administration services. Its features and functions lead the SMA industry by supporting the ability to trade away and step-out on an electronic basis, thereby providing an unsurpassed level of automation.