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Celebrating 25 Years of Investment Management Leadership!

Citisoft is celebrating our 25th year of servicing the investment management community this year and we couldn't be prouder of our silver anniversary. Our firm prides ourself on our experience and this milestone further validates that our clients will all derive clear and distinct benefit from leveraging our accumulated knowledge of the industry. Look for special events and thought leadership throughout the year to support this very special milestone.
Outsourcing investment management technology and operations to third party service providers is a game changer. See an in-depth description of our outsourcing services in addition to our own Tom Secaur speaking to Ignites on the drivers of the active outsourcing market and how firms should approach evaluating outsourcing services.
Part 1: Drivers, Considerations, and Suitability
Part 2: Investment Operations Platform Evolution and Transformation Pitfalls
Part 3: Outsourcing Due Diligence Do's and Don'ts
Spotlight #2: Enterprise Data Management
Today's investment management environment is awash in data. Our own Jonathan Clark (Group CEO) provides his vision for the drivers, influences, and challenges for investment management Reference Data alongside Hugh Stewart of DClear Services in this Finextra video clip. The wide-ranging conversation covers regulatory pressure, industry standard global security identifiers, outsourcing, and the accelerating pace of data and required data governance.
Citisoft partners with the world's leading investment 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.
Take Advantage of Citisoft's Corporate Intelligence.
Citisoft is constantly looking for ways to leverage our experience for the benefit of our clients. Our blog aims to do just that. We're filtering relevant buy-side technology and operations industry coverage and bringing you our view on the topics that are sure to affect our industry's future. Please visit our blog and let us know what you think!