OpenSMASM
For retail separately managed accounts
Improve your business scale and service to your clients without a significant added investment in time and fixed resources. Citi is the leading provider to investment managers. With the flexibility to choose from modular program offerings, OpenSMA offers customizable operations to meet your exact needs.
By standardizing current and disparate processes across all aspects of the SMA industry, OpenSMA is an end-to-end operations platform providing increased automation and support -- allowing you to focus on servicing your clients and growing your business.
Benefits at a glance:
- Single sign-on: one system across all accounts regardless of style or sponsor
- Full portfolio customization: regardless of account size and with unlimited restriction monitoring
- Strengthened controls and compliance: full audit tracking, compliance oversight tools and rigorous security
- Cost reduction: eliminate fixed costs under a unitized cost plan
