Citigold Total Wealth Advisor Tool
Keep your wealth
goals on track
Track your wealth goals with Citigold Total Wealth Advisor
The Citigold Total Wealth Advisor, a goal-based wealth advisory tool developed exclusively for Citigold and Citigold Private Client customers, helps you plan, monitor and manage your portfolio in one place.
Speak with your Senior Relationship Manager today for a Gold Standard Portfolio Review today.
Set
your wealth goals with your Senior Relationship Manager, who will work closely with you to achieve your financial aspirations.
Track
how your portfolio value changes over time and monitor the progress of your goals real-time, at your convenience.
Modify
your portfolio as you go along by measuring it against the Citigold Diversification Index and Citibank’s Model Portfolios* and bring your goals back on track.
*The term "Portfolio(s)" referred to in this document are merely references to illustrations of asset allocations in general and are not personalized to your specific investment needs. Your individual investment holding(s) will not be actively monitored by Citibank Singapore Limited and Citibank Singapore Limited does not undertake to, and is not obliged to, undertake a review, manage or monitor your investment holding(s) or track your investment holding(s).
