In 2007, Citi Smith Barney saw the potential of an emerging affluent market that wanted the experience of traditional in-person financial advisory services combined with the convenience of consumer-friendly digital tools. We partnered with them to build myFi, the world’s first digital wealth management service that gave consumers full visibility and control over their entire financial lives.
Overview of net worth, spend tracking and progress towards financial goals.
Active goal guide, helping consumers visualize how much they needed to save in order to achieve them.
Financial life stories from the community, sharing the hurdles they overcame to achieve them