From design to delivery, we’re your partner at every step.

Whether you’re undergoing a multi-year transformation program or evaluating a new platform, we’ll help you navigate unforeseen hurdles and find the best path to success.

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Services

Discover how we can help design and deliver solutions for any business challenge.

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

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.

Markets Served

We know your business.

Whether you’re a small private markets investor or a multi-national insurer, we can help you reach your technology, operations, and business goals.

Asset Managers

Asset managers are facing a rising tide of cost pressures, product complexity, and the demand for integrated operations. Citisoft will partner with you to design and deliver solutions to address these challenges and future proof your operating model.

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Asset Servicers

Whether you’re a service provider or software vendor, we’ll help you achieve client success by acting an extension of your team. From market research to implementation support, our consultants have experience supporting projects of any scope.

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Asset Owners

Asset owners from pensions to family offices are all facing increasing complexity and unprecedented operational demands. We help asset owners build strategies that address their diverse needs, streamline operations, and meet obligations effectively.

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Wealth Managers

Balancing operational complexity with client needs is a delicate act, but the right strategy can set your firm apart. Citisoft will support you in developing and delivering a tailored, innovative solution to your business challenges.

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Insurance

Insurers face unique regulatory, risk, and accounting challenges, all while investing in sophisticated private market, derivative, and fixed income strategies. We’ll help you gain a holistic view of your business and build strategies to meet your investment mandates and obligations.

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