Focused. Strategic. Pragmatic.

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

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    You can’t chart a new course without the right partner at the helm.

    Your business is at a tipping point. A wave of innovation looms ahead, but you’re still anchored to processes, technologies, or strategies that are fraught with cost and risk. You need a consulting partner with the experience to help you navigate business turbulence and the vision to reach your ideal future state.

    We work with the world’s leading investment managers and third party service providers. From hedge funds to insurers to institutional asset managers, we know the business of managing money.

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    Services

    Whether you're mapping a complete business transformation project or simply upgrading an application, we can meet any challenge with you. Our consulting team has the perspective to see beyond the horizon and the hands-on experience to guide you to your destination.

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    Expertise

    To reach lofty goals, you need partners who can do more than crew the ship—you need true expertise. With experience leading transformative projects across every facet of the investment lifecycle, our consultants have a clear line of sight into your business.

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    Find out how we can help with your investments or business strategy.

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    Traditional Investment Strategies

    Whether you're an asset owner or institutional manager, we'll help you meet your business goals by leveraging decades of experience achieving client success.

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    Non-Traditional Investment Strategies

    From hedge funds to private equity to real estate, we can help you streamline your technology, operations, and data management for complex investments.

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    Asset
    Servicing

    We have unmatched experience partnering with the world's leading service providers and clients to design and deliver efficient and sustainable joint operating models.

    The State of Wisconsin Investment Board transforms operations with leading-edge technology

    SWIB undertook one of the industry’s most ambitious business transformation projects—shifting its operations to a new model and taking its technology stack to the leading edge. Learn how SWIB envisioned and achieved its future state goals.

    Read the Case Study

    Interested in learning how Citisoft can help achieve your goals? Contact us to speak with the experts.

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    Insights