We solve complex technology and operations challenges for the investment management industry, leveraging our deep consulting experience and 30-year history of project success. Citisoft partners with the world's leading asset management firms and service providers to create impactful and effective solutions to today's complex business problems.
Our sole focus is assessing, designing, and delivering results-oriented operations and technology change across the entire investment management process. Your business is at a tipping point. A wave of innovation looms ahead, but you're still anchored to processes, technologies, or strategies that are fraught with cost and risk.
Our sole focus is assessing, designing, and delivering results-oriented operations and technology change across the entire investment management process. Your business is at a tipping point. A wave of innovation looms ahead, but you're still anchored to processes, technologies, or strategies that are fraught with cost and risk.
Services
Since 1986, we've helped solve complex technology and operations challenges for the investment management industry. With a team of dedicated consultants in North America and EMEA, we're committed to working with asset managers and asset servicers globally on projects of every scope. From guiding complete business transformation programs to on-the-ground delivery, our team is equipped to fulfill any strategic or tactical need.
We've put in the miles. Our consultants draw upon decades of hands-on experience to help you envision success and realize it. Whether you're blazing new trails or bringing your technology up to speed, we can help you navigate unforeseen hurdles and find the best path to success. Our tenured consultants have the perspective to guide transformation projects of any scope and the track record to prove it.
We'll look under the hood to assess your operations and determine where you need a tune-up or a transformation. Whether you need a full evaluation of your technology architecture or a quick look at back-office processes, our proven Strategic Assessment methodology will take you turn by turn with minimal business impact.
A winning investment strategy requires a winning operating model. If you've decided to outsource, understanding your options and drafting the right players can be a challenge. We've worked with every major service provider, giving you unmatched insight into service offerings, technology, transition, and cultural fit.
The shifting vendor landscape, a growing network of stakeholders, and ongoing resource constraints add up to a major challenge when you need to replace or upgrade your technology. We deliver due diligence and peer insight at a fraction of the time and cost of going it alone. When it comes time to replace your technology, you need a tried-and-true approach to guide the process.
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