Resources

Dive deep into the trends, technologies, and practices transforming asset management.

Insights

Citisoft Co-Hosts Inaugural Episode of Fundipedia’s Podcast

Multimedia • Sep 30, 2024 Citisoft Co-Hosts Inaugural Episode of Fundipedia’s Podcast

Citisoft Names 2024 Citisoft Scholarship Award Recipient

Industry News • Aug 27, 2024 Citisoft Names 2024 Citisoft Scholarship Award Recipient

Leading Global Asset Manager Designs and Delivers Cutting Edge Client Communications Strategy

Client Stories • Jun 12, 2024 Leading Global Asset Manager Designs and Delivers Cutting Edge Client Communications Strategy

$600B Asset Owner Requests Front-to-Back Strategic Assessment of Their Investment Technology

Client Stories • Jun 6, 2024 $600B Asset Owner Requests Front-to-Back Strategic Assessment of Their Investment Technology

Wealth Manager Launches Managed Portfolio Service to External Platforms

Client Stories • May 30, 2024 Wealth Manager Launches Managed Portfolio Service to External Platforms

Citisoft Leads Major Transformation and Implementation Program for $450 Billion Asset Manager

Client Stories • May 14, 2024 Citisoft Leads Major Transformation and Implementation Program for $450 Billion Asset Manager

Citisoft Appoints John Clark as Partner

Industry News • Mar 26, 2024 Citisoft Appoints John Clark as Partner

View Citisoft Virtual Panel: Bridging Asset Management's Gender Gap

Multimedia • Mar 20, 2024 View Citisoft Virtual Panel: Bridging Asset Management's Gender Gap

Outlook 2024: Balancing Innovation and Reality

Whitepapers • Jan 16, 2024 Outlook 2024: Balancing Innovation and Reality

State Street: COO Tom Secaur featured in Voice of the Consultant

Multimedia • Nov 28, 2023 State Street: COO Tom Secaur featured in Voice of the Consultant

Empowering Students and Fostering Diversity: Our Work with Anglia Ruskin University

Industry News • Nov 23, 2023 Empowering Students and Fostering Diversity: Our Work with Anglia Ruskin University

Asset Owner Transformation in 2023

Whitepapers • Nov 9, 2023 Asset Owner Transformation in 2023

Alternative Investments: Using Data to Drive Growth

Whitepapers • Oct 11, 2023 Alternative Investments: Using Data to Drive Growth

Citisoft Bolsters Growth with New Strategic Appointments

Industry News • Sep 14, 2023 Citisoft Bolsters Growth with New Strategic Appointments

Roundtable Discussion: Driving ESG Agendas with Data

Whitepapers • Jul 20, 2023 Roundtable Discussion: Driving ESG Agendas with Data

Citisoft Names 2023 Citisoft Scholarship Award Recipient

Industry News • Jun 29, 2023 Citisoft Names 2023 Citisoft Scholarship Award Recipient

Session Report: Investment Data Management in 2023

Whitepapers • May 3, 2023 Session Report: Investment Data Management in 2023

Watch: Virtual Roundtable on The Evolution of the Insurance Operating Model

Multimedia • Apr 27, 2023 Watch: Virtual Roundtable on The Evolution of the Insurance Operating Model

Tom Secaur on BNY Trade Outsourcing Service in Ignites

Industry News • Jan 26, 2023 Tom Secaur on BNY Trade Outsourcing Service in Ignites

Outlook 2023: A Solutions Market Renaissance

Whitepapers • Jan 23, 2023 Outlook 2023: A Solutions Market Renaissance

Paul Migliore Weighs in on Outsourcing Transition Cost

Industry News • Dec 6, 2022 Paul Migliore Weighs in on Outsourcing Transition Cost

Tom Secaur Discusses

Industry News • Dec 1, 2022 Tom Secaur Discusses "Life After BBH" in Ignites

The Next Frontier in Insurance Operations: Solving for the Evolution of the Insurance Operating Model

Whitepapers • Nov 9, 2022 The Next Frontier in Insurance Operations: Solving for the Evolution of the Insurance Operating Model

Citisoft Announces Launch of the Citisoft Scholars Program

Industry News • Nov 3, 2022 Citisoft Announces Launch of the Citisoft Scholars Program

Tom Secaur on Potential Recession and Travel

Industry News • Sep 29, 2022 Tom Secaur on Potential Recession and Travel

Asset Owner Transformation: The Unavoidable Case for Change

Whitepapers • Jul 1, 2022 Asset Owner Transformation: The Unavoidable Case for Change

$500B Asset Manager Redesigns Data Warehouse to Meet Multi-Asset Insurance Reporting Needs

Client Stories • Jun 1, 2022 $500B Asset Manager Redesigns Data Warehouse to Meet Multi-Asset Insurance Reporting Needs

Tom Secaur Discusses Schwab Custody and Services Landscape

Industry News • May 20, 2022 Tom Secaur Discusses Schwab Custody and Services Landscape

Virtual Panel: Playback Cloud in Asset Management Operations

Multimedia • May 18, 2022 Virtual Panel: Playback Cloud in Asset Management Operations

Paul Migliore Discusses Worker Benefits in Ignites

Industry News • May 12, 2022 Paul Migliore Discusses Worker Benefits in Ignites

Tom Secaur on 'Zero to 80' Tech Overhaul

Industry News • May 10, 2022 Tom Secaur on 'Zero to 80' Tech Overhaul

Tom Secaur Discusses Talent Retention, Hiring

Industry News • Apr 22, 2022 Tom Secaur Discusses Talent Retention, Hiring

Ignites Discusses Worker Shortage, Tom Secaur Weighs In

Industry News • Feb 15, 2022 Ignites Discusses Worker Shortage, Tom Secaur Weighs In

Asset Owner Transformation: Key Survey Findings

Whitepapers • Feb 4, 2022 Asset Owner Transformation: Key Survey Findings

Tom Secaur on Aligning Operating Models with Solutions Roadmaps

Multimedia • Feb 3, 2022 Tom Secaur on Aligning Operating Models with Solutions Roadmaps

Tom Secaur Weighs in on BBH and State Street Deal

Industry News • Feb 3, 2022 Tom Secaur Weighs in on BBH and State Street Deal

Paul Migliore on Winning the War for Talent

Multimedia • Feb 2, 2022 Paul Migliore on Winning the War for Talent

David Bates on Building a Next Generation Data Architecture

Multimedia • Feb 1, 2022 David Bates on Building a Next Generation Data Architecture

Outlook 2022: Embarking on a Journey of Unprecedented Operational Change

Whitepapers • Jan 19, 2022 Outlook 2022: Embarking on a Journey of Unprecedented Operational Change

Tom Secaur Considers Challenges of Attracting Talent in Ignites

Industry News • Dec 14, 2021 Tom Secaur Considers Challenges of Attracting Talent in Ignites

To the Cloud: Re-Shaping Asset Management Operations

Whitepapers • Dec 7, 2021 To the Cloud: Re-Shaping Asset Management Operations

Tom Secaur Discusses J.P. Morgan's Move to Middle Office Outsourcing

Industry News • Nov 16, 2021 Tom Secaur Discusses J.P. Morgan's Move to Middle Office Outsourcing

Tom Secaur Weighs in on the Battle for Talent in Ignites

Industry News • Oct 28, 2021 Tom Secaur Weighs in on the Battle for Talent in Ignites

An Asset Manager's Guide to Successfully Execute the Outsourcing Transition

Whitepapers • Sep 30, 2021 An Asset Manager's Guide to Successfully Execute the Outsourcing Transition

David Bates Weighs in on MSCI Acquisition

Industry News • Aug 4, 2021 David Bates Weighs in on MSCI Acquisition

Citisoft's Alex Marangoni Discusses Innovation with Markets Media

Industry News • Jul 16, 2021 Citisoft's Alex Marangoni Discusses Innovation with Markets Media

Tom Secaur Discusses J.P. Morgan SimCorp Integration with FundFire

Industry News • May 26, 2021 Tom Secaur Discusses J.P. Morgan SimCorp Integration with FundFire

Tom Secaur Discusses AWS Move to Asset Management with Ignites

Industry News • May 11, 2021 Tom Secaur Discusses AWS Move to Asset Management with Ignites

Tom Secaur Discusses BlackRock ETF Operations Move with Ignites

Industry News • Apr 22, 2021 Tom Secaur Discusses BlackRock ETF Operations Move with Ignites

Virtual Roundtable: 2021 Trends in UK Asset Management

Multimedia • Mar 12, 2021 Virtual Roundtable: 2021 Trends in UK Asset Management

Virtual Roundtable: 2021 Trends in Canadian Asset Management

Multimedia • Feb 23, 2021 Virtual Roundtable: 2021 Trends in Canadian Asset Management

Virtual Roundtable: Outlook for 2021

Multimedia • Feb 16, 2021 Virtual Roundtable: Outlook for 2021

Tom Secaur Discusses State Street Asset Servicing Growth Benchmark with Global Custodian

Industry News • Jan 22, 2021 Tom Secaur Discusses State Street Asset Servicing Growth Benchmark with Global Custodian

Tom Secaur Discusses BNY Mellon Link to Amundi Trade Tech

Industry News • Jan 14, 2021 Tom Secaur Discusses BNY Mellon Link to Amundi Trade Tech

Outlook 2021: Accelerating Strategic Initiatives in Asset Management

Whitepapers • Jan 12, 2021 Outlook 2021: Accelerating Strategic Initiatives in Asset Management

David Higgins Discusses Operational Dividends with Wealth Adviser

Industry News • Dec 7, 2020 David Higgins Discusses Operational Dividends with Wealth Adviser

Tom Secaur Discusses the Division of Custodian and Asset Management Units in Global Custodian

Industry News • Dec 3, 2020 Tom Secaur Discusses the Division of Custodian and Asset Management Units in Global Custodian

Futureproofing and Resiliency in Asset Management Post-Pandemic

Industry News • Nov 15, 2020 Futureproofing and Resiliency in Asset Management Post-Pandemic

Citisoft Launches EMEA Insights Programme with UK Universities

Industry News • Nov 13, 2020 Citisoft Launches EMEA Insights Programme with UK Universities

Citisoft Introduces Benchmarking Services

Industry News • Nov 10, 2020 Citisoft Introduces Benchmarking Services

Tom Secaur Weighs in on Vendor Reliance Post-COVID

Industry News • Oct 22, 2020 Tom Secaur Weighs in on Vendor Reliance Post-COVID

Virtual Panel: Watch Data Experts Weigh in on 2020 Trends

Multimedia • Jul 28, 2020 Virtual Panel: Watch Data Experts Weigh in on 2020 Trends

Operations and Technology in a Post-Pandemic World

Whitepapers • Jun 11, 2020 Operations and Technology in a Post-Pandemic World

Panel Webcast: Embracing the Next Generation Operating Model During COVID and Beyond

Multimedia • Apr 23, 2020 Panel Webcast: Embracing the Next Generation Operating Model During COVID and Beyond

Citisoft Announces New Leadership in UK Practice

Industry News • Apr 1, 2020 Citisoft Announces New Leadership in UK Practice

Message from Our CEO on Navigating COVID-19

Industry News • Mar 13, 2020 Message from Our CEO on Navigating COVID-19

Paul Migliore Discusses Remote Work in Light of COVID-19

Industry News • Mar 9, 2020 Paul Migliore Discusses Remote Work in Light of COVID-19

Tom Secaur Discusses Asset Servicing Opportunities with Global Custodian

Industry News • Mar 6, 2020 Tom Secaur Discusses Asset Servicing Opportunities with Global Custodian

Outlook 2020 | A new frontier in asset management operations

Multimedia • Mar 4, 2020 Outlook 2020 | A new frontier in asset management operations

Outlook 2020 | What is a front to back serviced solution?

Multimedia • Mar 4, 2020 Outlook 2020 | What is a front to back serviced solution?

Outlook 2020 | Is the operating model broken?

Multimedia • Mar 4, 2020 Outlook 2020 | Is the operating model broken?

Outlook 2020 | How is the vendor landscape evolving?

Multimedia • Mar 4, 2020 Outlook 2020 | How is the vendor landscape evolving?

Outlook 2020 | How will operations in asset management evolve?

Multimedia • Mar 4, 2020 Outlook 2020 | How will operations in asset management evolve?

David Bates Discusses Ops Challenges for Franklin Legg Deal with Ignites

Industry News • Feb 25, 2020 David Bates Discusses Ops Challenges for Franklin Legg Deal with Ignites

$300B Global Asset Manager Launches Program to Enable Data-Centric Operating Model

Client Stories • Feb 1, 2020 $300B Global Asset Manager Launches Program to Enable Data-Centric Operating Model

Tom Secaur Discusses Holistic Ops with Ignites

Industry News • Jan 29, 2020 Tom Secaur Discusses Holistic Ops with Ignites

Tom Secaur Discusses Front-to-Back Data Integration with Global Custodian

Industry News • Jan 23, 2020 Tom Secaur Discusses Front-to-Back Data Integration with Global Custodian

Outlook 2020: A New Frontier in Asset Management Operations

Whitepapers • Dec 15, 2019 Outlook 2020: A New Frontier in Asset Management Operations

$100B Asset Manager Modernizes Infrastructure to Support Rapid Growth

Client Stories • Dec 6, 2019 $100B Asset Manager Modernizes Infrastructure to Support Rapid Growth

Tom Secaur Discusses Service Provider Job Cuts with Ignites

Industry News • Nov 18, 2019 Tom Secaur Discusses Service Provider Job Cuts with Ignites

Patrick Kirchner Discusses RegTech Adoption

Industry News • Aug 19, 2019 Patrick Kirchner Discusses RegTech Adoption

Patrick Kirchner Discusses Charles River Wealth Market Expansion

Industry News • Jul 22, 2019 Patrick Kirchner Discusses Charles River Wealth Market Expansion

Financial Technologies Forum Discusses PGI Transformation Initiative

Industry News • Jun 12, 2019 Financial Technologies Forum Discusses PGI Transformation Initiative

Technology and Operations Investment Survey

Industry News • May 28, 2019 Technology and Operations Investment Survey

Citisoft Completes Multi-Year Transformation Initiative for Principal Global Investors

Industry News • May 14, 2019 Citisoft Completes Multi-Year Transformation Initiative for Principal Global Investors

Outlook 2019: The Trek Toward Transformation

Whitepapers • Feb 28, 2019 Outlook 2019: The Trek Toward Transformation

Tom Secaur Discusses Hidden Costs of Custody Bank Price Cuts

Industry News • Jan 29, 2019 Tom Secaur Discusses Hidden Costs of Custody Bank Price Cuts

Tom Secaur Discusses the Impact of the M&A Trend on the Financial Software Market

Industry News • Dec 14, 2018 Tom Secaur Discusses the Impact of the M&A Trend on the Financial Software Market

Innovate or Stagnate: Digitalization in Investment Management

Whitepapers • Oct 9, 2018 Innovate or Stagnate: Digitalization in Investment Management

Citisoft Named Best Small Firm by Consulting Magazine

Industry News • Sep 10, 2018 Citisoft Named Best Small Firm by Consulting Magazine

Tom Secaur Discusses How Fund Shops are Approaching Tech in an Evolving Market

Industry News • Aug 28, 2018 Tom Secaur Discusses How Fund Shops are Approaching Tech in an Evolving Market

Citisoft Expands Management Team and Opens Canadian Office

Industry News • Aug 9, 2018 Citisoft Expands Management Team and Opens Canadian Office

Tom Secaur Discusses CRD Deal in Ignites

Industry News • Jul 24, 2018 Tom Secaur Discusses CRD Deal in Ignites

Patrick Kirchner Discusses Data Management in Best Execution

Industry News • Jul 3, 2018 Patrick Kirchner Discusses Data Management in Best Execution

Steve Young on four key changes that GDPR will bring

Industry News • May 9, 2018 Steve Young on four key changes that GDPR will bring

Steve Young Discusses Innovation Labs on FTSE Global Markets

Industry News • Apr 20, 2018 Steve Young Discusses Innovation Labs on FTSE Global Markets

Moving from client reporting to client communications

Whitepapers • Apr 13, 2018 Moving from client reporting to client communications

Steve Young Discusses Wealth Management Disruption in Global Banking & Finance Review

Industry News • Apr 13, 2018 Steve Young Discusses Wealth Management Disruption in Global Banking & Finance Review

Steve Young Blogs on Vendor Evolution

Industry News • Apr 6, 2018 Steve Young Blogs on Vendor Evolution

Tom Secaur Discusses NAV Oversight with Ignites

Industry News • Mar 26, 2018 Tom Secaur Discusses NAV Oversight with Ignites

Steve Young Considers Whether Investment Managers Are Maximizing Tech Potential in Global Investor

Industry News • Mar 6, 2018 Steve Young Considers Whether Investment Managers Are Maximizing Tech Potential in Global Investor

Cosmo Wisniewski Joins Bobsguide Post-MiFID II Webinar

Industry News • Feb 12, 2018 Cosmo Wisniewski Joins Bobsguide Post-MiFID II Webinar

Steve Young Discusses Fintech with Kommersant

Industry News • Feb 4, 2018 Steve Young Discusses Fintech with Kommersant

Steve Young Blogs on Blockchain Pitfalls and Potential

Industry News • Jan 19, 2018 Steve Young Blogs on Blockchain Pitfalls and Potential

SWIB's Michael Williamson Discusses Tech & Ops Transformation Benefits

Industry News • Jan 12, 2018 SWIB's Michael Williamson Discusses Tech & Ops Transformation Benefits

2018 Outlook: Setting the Stage for Transformation

Whitepapers • Jan 11, 2018 2018 Outlook: Setting the Stage for Transformation

Steve Young Discusses Tech Selection and Implementation Best Practices

Industry News • Jan 5, 2018 Steve Young Discusses Tech Selection and Implementation Best Practices

Steve Young Weighs In on Diversity Problem in Asset Management

Industry News • Jan 5, 2018 Steve Young Weighs In on Diversity Problem in Asset Management

Citisoft's David Quirk Discusses Middle Office Outsourcing in HedgeWeek

Industry News • Dec 28, 2017 Citisoft's David Quirk Discusses Middle Office Outsourcing in HedgeWeek

Steve Young Names Five 'Unlikely' Predictions for 2018 in Global Banking and Finance Review

Industry News • Dec 22, 2017 Steve Young Names Five 'Unlikely' Predictions for 2018 in Global Banking and Finance Review

Leaving a Legacy: A Framework for Identifying and Migrating from Legacy Systems

Whitepapers • Dec 7, 2017 Leaving a Legacy: A Framework for Identifying and Migrating from Legacy Systems

SWIB Wins Two Institutional Investor Allocators' Choice Awards

Industry News • Dec 4, 2017 SWIB Wins Two Institutional Investor Allocators' Choice Awards

Steve Young Discusses Asset Management Shift to Direct-to-Consumer Offerings

Industry News • Nov 16, 2017 Steve Young Discusses Asset Management Shift to Direct-to-Consumer Offerings

Peter Bambrough Weighs In on Fund Prospectus Automation

Industry News • Nov 16, 2017 Peter Bambrough Weighs In on Fund Prospectus Automation

Practical Tips to Help Navigate the Middle Office Outsourcing Transition

Whitepapers • Nov 9, 2017 Practical Tips to Help Navigate the Middle Office Outsourcing Transition

Tom Secaur Weighs In on Front Office Tech Trends

Industry News • Nov 7, 2017 Tom Secaur Weighs In on Front Office Tech Trends

Intermediation and Blockchain: Balance for the Buy Side

Whitepapers • Oct 24, 2017 Intermediation and Blockchain: Balance for the Buy Side

Citisoft and SWIB Discuss Tech and Ops Transformation with Pensions & Investments

Industry News • Oct 16, 2017 Citisoft and SWIB Discuss Tech and Ops Transformation with Pensions & Investments

Steve Young Blogs on Cultural Innovation

Industry News • Oct 12, 2017 Steve Young Blogs on Cultural Innovation

Cosmo Wisniewski Discusses MiFID II with Funds Europe

Industry News • Oct 11, 2017 Cosmo Wisniewski Discusses MiFID II with Funds Europe

SWIB and Citisoft Discuss Transformation Program with WatersTechnology

Industry News • Sep 26, 2017 SWIB and Citisoft Discuss Transformation Program with WatersTechnology

SWIB Supports Sophisticated Investment Strategy with Transformation Program

Industry News • Sep 20, 2017 SWIB Supports Sophisticated Investment Strategy with Transformation Program

SWIB Discusses Results of Completed Transformation Program with Institutional Investor

Industry News • Sep 20, 2017 SWIB Discusses Results of Completed Transformation Program with Institutional Investor

SWIB and Citisoft Announce Successful Completion of Major Transformation Program

Industry News • Sep 18, 2017 SWIB and Citisoft Announce Successful Completion of Major Transformation Program

Citisoft Announces Launch of New Website and Re-Focused Service Offering

Industry News • Sep 13, 2017 Citisoft Announces Launch of New Website and Re-Focused Service Offering

Tom Secaur Weighs in on Asset Management Trends

Multimedia • Sep 7, 2017 Tom Secaur Weighs in on Asset Management Trends

Industry News • Aug 17, 2017 Steve Young Blogs on Decision Support

Steve Young Weighs In on Robo-Advisers

Industry News • Aug 15, 2017 Steve Young Weighs In on Robo-Advisers

Steve Young Discusses Blockchain Disruption

Industry News • Jul 25, 2017 Steve Young Discusses Blockchain Disruption

Tom Secaur Discusses Back Office Vendor Shakeout

Industry News • Jul 21, 2017 Tom Secaur Discusses Back Office Vendor Shakeout

Tom Secaur Discusses SEC Liquidity Rule Prep

Industry News • Jul 19, 2017 Tom Secaur Discusses SEC Liquidity Rule Prep

Steve Young Discusses Client Communication Differentiators

Industry News • Jul 13, 2017 Steve Young Discusses Client Communication Differentiators

Tom Secaur Discusses Service Provider Shift to Data

Industry News • Jul 6, 2017 Tom Secaur Discusses Service Provider Shift to Data

Industry News • Jun 7, 2017 "Balance Positivity and Realism" in Project Management Says Steve Young

David Bates Weighs In on Barclays POINT Aftermath

Industry News • Jun 6, 2017 David Bates Weighs In on Barclays POINT Aftermath

Steve Young Discusses Evolution of Client Reporting

Industry News • Jun 2, 2017 Steve Young Discusses Evolution of Client Reporting

Tom Secaur to Co-Host Leadership Panel at Fixed Income Leaders Summit

Industry News • May 16, 2017 Tom Secaur to Co-Host Leadership Panel at Fixed Income Leaders Summit

David Bates Weighs In on Benefits of Data Reporting Compliance

Industry News • May 15, 2017 David Bates Weighs In on Benefits of Data Reporting Compliance

Cosmo Wisniewski Discusses MiFID II's Impact on Buy-Side

Industry News • Apr 24, 2017 Cosmo Wisniewski Discusses MiFID II's Impact on Buy-Side

Steve Young Discusses Challenge of Innovation For Incumbents in FTSE

Industry News • Apr 20, 2017 Steve Young Discusses Challenge of Innovation For Incumbents in FTSE

Citisoft Introduces Citisoft IQ: Fixed Income Systems

Industry News • Apr 12, 2017 Citisoft Introduces Citisoft IQ: Fixed Income Systems

Tom Secaur Participates in NICSA Disruption Roundtable

Industry News • Apr 6, 2017 Tom Secaur Participates in NICSA Disruption Roundtable

Paul Migliore Speaks at ISITC's 23rd Annual Vendor Show

Industry News • Apr 3, 2017 Paul Migliore Speaks at ISITC's 23rd Annual Vendor Show

Steve Young Blogs on Vendor Management

Industry News • Mar 21, 2017 Steve Young Blogs on Vendor Management

Patrick Kirchner Weighs In on Barclays POINT Transition Uncertainty

Industry News • Mar 16, 2017 Patrick Kirchner Weighs In on Barclays POINT Transition Uncertainty

Tom Secaur Discusses Robotics with Ignites

Industry News • Mar 14, 2017 Tom Secaur Discusses Robotics with Ignites

Steve Young Featured in The Sunday Times Wealth Management Supplement

Industry News • Feb 12, 2017 Steve Young Featured in The Sunday Times Wealth Management Supplement

Tom Secaur Discusses Disruption at NICSA 2017 SLF

Industry News • Feb 8, 2017 Tom Secaur Discusses Disruption at NICSA 2017 SLF

Steve Young Blogs on Risk-Denial in Operations

Industry News • Feb 6, 2017 Steve Young Blogs on Risk-Denial in Operations

SWIB's Hedge Fund Technology Program Featured in Institutional Investor

Industry News • Jan 31, 2017 SWIB's Hedge Fund Technology Program Featured in Institutional Investor

Times of Change: 2017 Outlook

Whitepapers • Jan 17, 2017 Times of Change: 2017 Outlook

Steve Young Discusses Client Reporting

Industry News • Jan 12, 2017 Steve Young Discusses Client Reporting

Peter Bambrough Discusses Delivering a Superior Client Experience

Industry News • Jan 5, 2017 Peter Bambrough Discusses Delivering a Superior Client Experience

Patrick Kirchner Discusses Multi-Asset Portfolio Management Challenges and Opportunities

Industry News • Dec 8, 2016 Patrick Kirchner Discusses Multi-Asset Portfolio Management Challenges and Opportunities

BNY Mellon Backs SWIB's Internal Management Initiative

Industry News • Dec 5, 2016 BNY Mellon Backs SWIB's Internal Management Initiative

Paul Migliore on the Perks of Boutique Consulting

Industry News • Nov 29, 2016 Paul Migliore on the Perks of Boutique Consulting

Citisoft's Patrick Kirchner Sits on Multi-Asset Portfolio Decision Support Roundtable

Industry News • Nov 28, 2016 Citisoft's Patrick Kirchner Sits on Multi-Asset Portfolio Decision Support Roundtable

Notre Dame Profiles Citisoft's Eric Dyer

Industry News • Nov 21, 2016 Notre Dame Profiles Citisoft's Eric Dyer

Citisoft's Tom Secaur Discusses Outsourcing with Ignites

Industry News • Nov 14, 2016 Citisoft's Tom Secaur Discusses Outsourcing with Ignites

Steve Young Discusses Designing a Client Communications Operating Model

Industry News • Nov 11, 2016 Steve Young Discusses Designing a Client Communications Operating Model

Assessing Supplier Strengths and Risks

Multimedia • Oct 20, 2016 Assessing Supplier Strengths and Risks

Systems and Vendors: A Joint Choice

Whitepapers • Oct 20, 2016 Systems and Vendors: A Joint Choice

Citisoft Appoints New Managing Partner and New Head of Vendor RelationsCitisoft Appoints New Managing Partner and New Head of Vendor Relations

Industry News • Oct 11, 2016 Citisoft Appoints New Managing Partner and New Head of Vendor RelationsCitisoft Appoints New Managing Partner and New Head of Vendor Relations

Regulatory Pressures Push Asset Managers to Outsource

Industry News • Oct 7, 2016 Regulatory Pressures Push Asset Managers to Outsource

Simcorp Polls on POINT, Discusses with David Bates

Industry News • Oct 4, 2016 Simcorp Polls on POINT, Discusses with David Bates

Tom Secaur Discusses Franklin Templeton's Move to Simcorp

Industry News • Sep 28, 2016 Tom Secaur Discusses Franklin Templeton's Move to Simcorp

Citisoft's Patrick Kirchner Weighs in on POINT Transition in FundFire

Industry News • Sep 27, 2016 Citisoft's Patrick Kirchner Weighs in on POINT Transition in FundFire

Citisoft's Ben Keeler Discusses Blockchain with Ignites

Industry News • Sep 26, 2016 Citisoft's Ben Keeler Discusses Blockchain with Ignites

ISITC Recap: Less Competition, More Collaboration

Industry News • Sep 21, 2016 ISITC Recap: Less Competition, More Collaboration

Consulting Magazine Names Citisoft One of 2016's Best Small Firms to Work For

Industry News • Sep 13, 2016 Consulting Magazine Names Citisoft One of 2016's Best Small Firms to Work For

Health Care Organization Transforms Operations to Support Sophisticated Investment Strategy

Client Stories • Sep 1, 2016 Health Care Organization Transforms Operations to Support Sophisticated Investment Strategy

Citisoft's Steve Young Discusses Vendor Relations in FTSE Global Markets

Industry News • Aug 23, 2016 Citisoft's Steve Young Discusses Vendor Relations in FTSE Global Markets

Eagle Investment Systems Discusses Vendor M&A, Technology Risk, and Legacy Systems

Industry News • Jul 25, 2016 Eagle Investment Systems Discusses Vendor M&A, Technology Risk, and Legacy Systems

Global Investor Explores Fintech Fads

Industry News • Jul 7, 2016 Global Investor Explores Fintech Fads

Service Providers and Asset Managers Focus on Due Diligence

Industry News • Jul 1, 2016 Service Providers and Asset Managers Focus on Due Diligence

The Citisoft Group Appoints Global CEO and COO

Industry News • Jul 1, 2016 The Citisoft Group Appoints Global CEO and COO

Back to the Future: A Buy-Sider's Guide to Blockchain

Whitepapers • Jun 28, 2016 Back to the Future: A Buy-Sider's Guide to Blockchain

Ninety Percent of Asset Managers to Increase Middle Office Spending

Industry News • Jun 28, 2016 Ninety Percent of Asset Managers to Increase Middle Office Spending

June ISITC Industry Forum Recap

Industry News • Jun 20, 2016 June ISITC Industry Forum Recap

Big Four Dominating the Market? Not So

Industry News • Jun 9, 2016 Big Four Dominating the Market? Not So

EDM Council Boston Members Brief Recap

Industry News • May 6, 2016 EDM Council Boston Members Brief Recap

Citisoft Inc. Receives Great Place to Work Certification

Industry News • Apr 14, 2016 Citisoft Inc. Receives Great Place to Work Certification

Citisoft's David Bates Quoted on Barclays POINT in Ignites

Industry News • Apr 8, 2016 Citisoft's David Bates Quoted on Barclays POINT in Ignites

Principal Global Investors Selects Eagle ACCESS

Industry News • Mar 30, 2016 Principal Global Investors Selects Eagle ACCESS

Barclays Point Fixed-Income Users Worry About Bloomberg Port Conversion

Industry News • Mar 28, 2016 Barclays Point Fixed-Income Users Worry About Bloomberg Port Conversion

Barclays POINT User Survey Results

Whitepapers • Mar 28, 2016 Barclays POINT User Survey Results

ISITC Industry Forum - A Look Back

Industry News • Mar 23, 2016 ISITC Industry Forum - A Look Back

Possible Game Changer? Markit and IHS Announce Merger

Industry News • Mar 21, 2016 Possible Game Changer? Markit and IHS Announce Merger

Citisoft's Tom Secaur Weighs in on Janus Restructuring in Ignites

Industry News • Mar 7, 2016 Citisoft's Tom Secaur Weighs in on Janus Restructuring in Ignites

Citisoft Announced as Finalist in FTF News Awards

Industry News • Feb 24, 2016 Citisoft Announced as Finalist in FTF News Awards

Citisoft Joins DCAM Authorized Partner Network

Industry News • Feb 16, 2016 Citisoft Joins DCAM Authorized Partner Network

Markit Deploys Amazon Web Services

Industry News • Jan 15, 2016 Markit Deploys Amazon Web Services

Sweet Sixteen: 2016 Outlook

Whitepapers • Jan 12, 2016 Sweet Sixteen: 2016 Outlook

Outside Advisors Ease the Transition to New Technology

Industry News • Jan 8, 2016 Outside Advisors Ease the Transition to New Technology

Asset Managers Play Catch Up with Digitization

Industry News • Nov 30, 2015 Asset Managers Play Catch Up with Digitization

SEC Finds Outsourced CCO's Struggling to Identify Key Risks

Industry News • Nov 12, 2015 SEC Finds Outsourced CCO's Struggling to Identify Key Risks

Reference Data Management Savings

Industry News • Nov 2, 2015 Reference Data Management Savings

BNY Mellon Banks Driving Growth with Tech Revolution

Industry News • Oct 28, 2015 BNY Mellon Banks Driving Growth with Tech Revolution

T+2 Implementation Difficulties

Industry News • Oct 27, 2015 T+2 Implementation Difficulties

State Street Preps Pink Slips

Industry News • Oct 26, 2015 State Street Preps Pink Slips

Optimizing Resource Allocation Through Investment Research

Industry News • Oct 9, 2015 Optimizing Resource Allocation Through Investment Research

The Need for Meaningful Data

Industry News • Oct 9, 2015 The Need for Meaningful Data

Blockchain's Effect on Investment Management

Industry News • Oct 6, 2015 Blockchain's Effect on Investment Management

Data Governance Statistics

Industry News • Sep 28, 2015 Data Governance Statistics

Where's The Money in Data? (Part I)

Industry News • Sep 21, 2015 Where's The Money in Data? (Part I)

Blockchain Initiative Backed by Large I-Banks

Industry News • Sep 16, 2015 Blockchain Initiative Backed by Large I-Banks

Better Data To Win In Finals

Industry News • Sep 15, 2015 Better Data To Win In Finals

Investing Is One Big Data Problem

Industry News • Sep 15, 2015 Investing Is One Big Data Problem

Trade Breakdown Lane

Industry News • Sep 2, 2015 Trade Breakdown Lane

SS&C acquires Varden Technologies

Industry News • Sep 2, 2015 SS&C acquires Varden Technologies

Asset Management Giants = Risky

Industry News • Aug 26, 2015 Asset Management Giants = Risky

Making Tough Decisions (Quickly)

Industry News • Aug 26, 2015 Making Tough Decisions (Quickly)

North of the OMS

Whitepapers • Aug 12, 2015 North of the OMS

Asset Manager Survey

Industry News • Aug 5, 2015 Asset Manager Survey

Fidelity National Said in Exclusive Talks to Acquire SunGard

Industry News • Aug 5, 2015 Fidelity National Said in Exclusive Talks to Acquire SunGard

State Street's Asset Management Survey Reveals Looming Industry Challenges

Industry News • Jul 31, 2015 State Street's Asset Management Survey Reveals Looming Industry Challenges

Fintech-Spend Double-Down

Industry News • Jul 29, 2015 Fintech-Spend Double-Down

Fund Management Confusion

Industry News • Jul 29, 2015 Fund Management Confusion

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