Advisory Services

  • Strategic Assessment

    The investment management industry is rapidly evolving. A confluence of forces has resulted in a series of challenges presently facing the industry. Key drivers include market and regulatory changes, product diversification through the use of alternative assets, global allocation strategies and emerging markets, risk mitigation and management, and the increasing influence of distribution in the investment management business model.

    In order to keep pace with a rapidly changing industry, investment management firms are forced to continually evolve their business, operations and technology models. Citisoft is a proven partner assisting clients with the strategic and transformative process required when assessing, designing and implementing an adaptable and scalable future state operating model.

    Citisoft is the leader in providing experienced-based strategic assessment and roadmap services to the global investment management community. Citisoft clients have found tremendous value in the guidance our firm provides as we collaborate on developing effective technology and operations platforms. While these platforms have unique qualities, virtually all have been designed to facilitate future growth and enable organizations to transform in a coordinated and efficient manner.

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  • Outsourcing Evaluation & Selection

    Citisoft’s Outsourcing Evaluation & Selection service uses a flexible and pragmatic methodology to guide our clients through a series of activities designed to identify solutions that satisfy their current and future business needs. Our methodology and framework have proven adaptable when working with clients of varying shapes, sizes and functional focuses. Citisoft’s unique knowledge is directly attributable to having executed dozens of outsourcing-focused strategic assessments, evaluations, selections and transitions. Our expertise and experience in navigating the technology and operations solutions available are unmatched in the industry.

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  • Operating Model Design

    The investment management industry is ever changing through the introduction of new products, more sophisticated investments or regulatory changes and requirements. It is critical that organizations have an operationally sound but flexible operating model to meet these challenges. As firms look to support plans for strategic growth or new product development developing the right operating model that supports the current business and establishes a foundation for the future is essential. In conjunction with creating a systems strategy, Citisoft works closely with clients to define and develop operating models, which depict the people, process and technology utilized to deliver each of the business services. In addition, roadmaps, administrative structures, and transition plans are crafted to guide the implementation of the future state strategy. Citisoft focuses on creating a custom model that is right for the firm’s needs while aligning to industry practice.

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  • Systems Strategy & Selection

    Citisoft has led countless Systems Strategy & Selection projects over our long history and we use a robust methodology and approach to manage these engagements. We modify this methodology in order to meet both client requirements and the changing nature of the vendor landscape.

    Our experience evaluating, selecting and implementing investment management software systems and solutions extends to all of the major vendor-based products available in the marketplace. In addition, we have intimate knowledge and experience with a host of third-party middle and back-office outsourcing providers that cater to the investment management industry. We understand that when our clients evaluate a new order management system, portfolio accounting application, risk management tool, EDM solution, or other system, they are making a decision with considerable impact and risk to their firm. They need a partner that has in-depth and hands-on knowledge of the vendors and service providers prevalent in the market. Citisoft will ensure that the solutions and options presented to our clients are properly vetted from a functional, vendor and project risk perspective.

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