Wealth Managers

Deliver standout client service without compromising efficiency. 

Your clients are looking to know that they are in safe, capable hands and that you intend to stay with them for the long haul.  To fulfill these client needs, you need to deliver returns and maintain a personal touch. We’ll help you balance operational complexity with the client service to set your firm apart.

Submit an inquiry

: Wealth managers must navigate the complexity of managing a multitude of investor mandates, reporting requirements, and diverse portfolios for a broad range of end investors. Efficient, timely, and accurate data as well as optimal operational processes are critical to meeting client expectations. We’ll help you design an operating model that can support high volumes of data and high levels of customization, whether you’re working with high-net-worth clients or a global roster of sub-advisors.
: The evolving solutions landscape requires keeping a close pulse on the vendor and service market.  Whether you are looking for a specialized technology platform or an end-to-end solution, Citisoft’s guidance will help you find the right fit and maximize the value of your technology investment. We’ll enable you to focus on the business of serving your clients with technology solutions to grow with your business.
: When you’re focused on meeting client needs, troubleshooting technology and supporting complex operations can distract you from your end goals. Partnership with a service provider can take the load off by offering efficiency, technology modernization, new skillsets, and freedom for your investments team. We’ll help you find the right service provider for any strategic element of your business, and take you from search and selection through transition support.
: Whether you’re a large wealth manager, a multi-national bank, or a boutique provider, you have a long list of evolving compliance requirements and responsibilities to your clients. Depending on your firm type, size, regions of operation, and client-base, these requirements vary widely and are evolving rapidly. We’ll help you design and implement an operating model that will evolve with your compliance and reporting needs and grow with your business.

PRACTICE AREAS

Leverage unmatched expertise across the investment continuum.

Our consultants are industry leaders with the vision to understand where the industry is headed and the hands-on experience to help you realize your goals.

Investments Learn more

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 Learn more

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 Learn more

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 Learn more

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.