Functional Expertise
Citisoft has a deep understanding of all facets of the global investment management business. We provide broad functional expertise in technology and operations required to support the most challenging front, middle and back office business processes.
Our staff and corporate experience in the management of institutional, private wealth, and alternative assets has established us as the preferred global consulting partner for the following areas:
Enterprise Level
Workflow Automation (Straight Through Processing)
Data Management
Front Office
Portfolio Management
Trade Order Management
Investment Compliance
Middle Office
Trade Processing
Reconciliation
Corporate Actions
Performance Measurement / Attribution
Risk Management
Client Communications
Back Office
Custody
Fund Accounting
Fund Administration
Investment Administration
Transfer Agency