Focused. Strategic. Pragmatic.

We solve complex technology and operations challenges for the asset management industry, leveraging our deep consulting experience and 30-year history of project success.

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Services

Industry experts, at your service.

Hit the ground running on projects across every aspect of the investment management lifecycle with the industry’s most experienced asset management consulting team.

Strategic Assessment

Gain critical insights on your business from platform assessment to full operating model evaluation.

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Operating Model Design

Assess operating model options customized to your unique needs and create an actionable roadmap to realize your future state.

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Vendor Evaluation

Mitigate vendor risk, accelerate the search and selection processes, and streamline negotiations with our team’s unmatched expertise in the vendor and service provider market.

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Systems Implementation

Keep business running smoothly while we collaborate to seamlessly transition, test, and support your new technology.

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Outsourcing Transition

Navigate even the most complex outsourcing transition with partners who understand the service provider market and your unique needs.

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Program and Project Management

Leverage our decades of hands-on experience and proven frameworks to help deliver your program on-time and on-budget.

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Practice Areas

We know your business front to back.

Our consultants have decades of experience leading change programs across the investment management lifecycle. When you partner with Citisoft, you gain access to experts in every area of your business.

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Investments

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Whether your strategy includes expanding to complex multi-asset class investments or leveraging products in new geographies, our investments practice experts will help you equip your front office with the tools they need to achieve their investment goals.

Operations

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From trade management to fund administration, there is no team who knows operations better. Our practice experts have a nuanced understanding of today’s operating model challenges and a unique perspective on the future of the industry.

Distribution

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From understanding client needs, to designing and implementing an operating environment to support a new product strategy, we’re with you at every step. Our consulting team has unmatched distribution expertise in markets across the globe, helping you navigate distribution from fund launch to client communications.

Data

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Our practice experts have leading-edge insights on data management best practices and how to best leverage your data assets. We’ll help you tap into new insights, design a data ecosystem to enable future growth, and provide practical solutions to even the most complex data challenges.

Refine your data strategy and operating model to drive your organization’s success.

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About Citisoft

There’s no substitute for experience.

From guiding complete business transformation programs to on-the-ground delivery, our team has the experience to fulfill any strategic or tactical need.

Domain

We focus solely on technology, operations, and data for investment management so our consultants are ready to hit the ground running from day one.

Experience

Our consultants have an average of 18-years of industry experience, working in roles from tactical operations to executive oversight at leading investment management firms.

Relationships

Client success is our success. We always go above and beyond to deliver results and that’s why we’ve been trusted time and again by the industry’s leading asset managers.

Breadth

We offer strategic and tactical services across every facet of the investment management lifecycle and for clients ranging in size, geography, and firm type.