A Global Private Bank selected Citisoft to facilitate the Evaluation and Selection of a multi-currency order management, trading, and compliance application to support their equity and fixed-income processes. The Citisoft team was responsible for current and future state assessments, the creation and execution of a complete RFP effort, and the selection and recommendation of a new OMS system.
Citisoft developed a global implementation strategy for a multi-site Order Management System roll-out for a leading global investment management firm. The client looked to Citisoft to assist with the go-forward plan to bring new Portfolio Management, Trading, and Compliance capability to it's business partners; alogn with the full decommissioning of the existing order management system. Citisoft was engaged at multiple levels during the implementation, including providing program management and implementation resources for the multi-phased installation of the Charles River IMS platform.
Citisoft was engaged by a leading Global Asset Manager's Hedge Fund division to migrate the firm's portfolio management, trading, and risk management activities from the Bloomberg POMS to Bloomberg AIM platform. Citisoft provided project management and hands-on implementation support for the initiative. In addition to the overall management of the upgrade, Citisoft resources were heavily involved in the development of trading workflows, system interfaces, and reporting functions surrounding the application.
Citisoft assisted a leading Investment Manager execute an enterprise-scale implementation of the Charles River IMS order management platform in support of the firm's portfolio management, trading, and compliance functions. Citisoft was responsible for the workflow analysis and documentation, compliance configuration, creation and execution of advanced testing scenarios, and support operating model design.
Citisoft was engaged by the Investment Management division of a large global bank to implement a leading compliance application to support the bank's complex requirements. Citisoft was responsible for a broad set of program management and transition activities including the creation of business process maps, coupled with the development and testing of customer, regulatory, and client guidelines.