Our Vendor Relationships

We work with the world’s leading service and technology providers to transform the asset management industry

Our client engagements are built on partnership and collaboration.

For nearly 30 years, we’ve built world-class technology and operations architectures by working alongside solutions providers on programs across the investment management lifecycle. As a vendor-agnostic consultancy, we pride ourselves on in-depth knowledge of solutions and services from a wide range of firms. From the building blocks of your technology offering to the blueprints of your product roadmap, getting to know your firm helps us achieve client success. To learn more about Citisoft and our approach to working alongside vendors and service providers, contact our dedicated vendor relationship team by filling out the form below.

Service Provider Transition Services

Supplement your team with outsourcing transition experts.

Helping your client smoothly transition their operations is a massive undertaking. To support a large-scale program, leveraging a variable resource model helps you contain costs and leverage functional domain expertise. Having completed nearly 40 outsourcing transitions, our consulting team has unmatched subject matter expertise across program roles from project management to testing. Our understanding of your clients’ needs is backed by decades of experience serving and working within asset management firms. This depth of knowledge helps you achieve cost efficiencies while enabling a faster, smoother transition.

Implementation Services

Focus on technology and we’ll help take care of the rest.

You’ve dedicated countless resources to building transformative technology and we’ve dedicated that same focus to building a world-class consulting team. When it comes to functions like project management, business analysis, data strategy, change management, operating model design, and holistic testing strategy, we know the ins and outs of implementation. Whether you need a partner to act as an extension of your professional services team or consultants to support a full implementation, we’ll help you seamlessly onboard your clients.

Thought Leadership Collaboration

Engage in the dialogue that is driving change asset management.

As a leader in technology and services for investment managers, you have unique perspective on the trends and challenges that are shaping the industry landscape. We can help broaden your view and bring new insights to light through thought leadership collaboration. From webinars to speaking engagements to whitepapers, our industry experts have the breadth of experience to bring your thought leadership programs to the next level.

Interested in learning more? Contact us to share your goals or find out more about how we work with vendors.