Separately Managed Accounts
Citisoft has been advising leaders in the Separately Managed Account business (SMA) since 2005. Citisoft is at the forefront of providing industry expertise on systems and business processes in this emerging area. SMA is a technology and process-intensive line of business that continues to evolve with respect to investment and account complexity.
The challenge of managing multiple millions of accounts in a tax-efficient manner has been a challenge to SMA providers and the supporting technology vendor community. Employing a forward-thinking and practical approach, Citisoft is leading the charge.