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  • Sweet Sixteen: 2016 Outlook

    While some of the topics in this year’s outlook may be familiar, we’ve been seeing changes in trends over the past two years that indicate our industry is poised for a revolution. From vendor consolidation, to data infrastructure initiatives, to tech disruption (read: #fintech), we weigh in on which hot topics will change the industry in…

  • Barclays POINT User Survey Results

    Find out how the fixed income industry is reacting to the planned retirement of Barclays POINT. After analyzing the survey results, one thing is clear: asset managers who use POINT were blindsided by the planned retirement of the platform with a short timeframe of just 18 months. Some key findings include: The majority of…

  • Times of Change: 2017 Outlook

    The immortal words of Bob Dylan rang true in 2016 more than any recent year in memory: The Times They Are a Changin’. Though we covered a number of trends in our  2016 Outlook  that persisted over the year, we have to admit that this year’s biggest shake-ups blindsided us. Trump, Brexit, Barclays POINT…what can we learn from the market…

  • Cosmo Wisniewski Discusses MiFID II's Impact on Buy-Side

    Many MiFID requirements are keeping the buy-side awake at night, but investor protection obligations, which entail fund manufacturers and distributors working more closely, top the list. The more onerous tasks in fund management operations might have been handed over to third-party providers in the past, but in future, asset managers…

  • Citisoft Introduces Citisoft IQ: Fixed Income Systems

    Citisoft, a leading global investment management consulting firm, today announced the launch of Citisoft IQ: Fixed Income Systems , a consulting solution designed to align the needs of fixed income investment professionals to available vendor solutions.  Their new service catalogs the functionality of over 20 platforms possessing fixed…

  • Tom Secaur Joins Disruption Roundtable

    Asset management, like so many industries, is facing challenges and opportunities with the latest technological advances. The industry is embracing so-called disruptors, including artificial intelligence (AI), blockchain, cloud computing, and robotics. There’s recently been a remarkable shift in attitudes. For example, robo advice was…

  • Paul Migliore Speaks at ISITC's 23rd Annual Vendor Show

    Citisoft attended last week’s ISITC Annual Vendor Show in Boston, MA. The theme of the conference was “The Politics of Financial Change” with a focus on how political changes can introduce both challenges and opportunities for the financial services industry.  The general session was an all-day affair, kicking off with keynote…

  • Steve Young Blogs on Vendor Management

    Citisoft’s Steve Young recently wrote an article on vendor management for FTSE Global Markets  discussing best practices and common pitfalls for asset managers’ relationships with service providers and software vendors. A frequent mistake, Steve says, is managing vendors through Procurement and pushing for the “best deal” with the…

  • Patrick Kirchner Weighs In on Barclays POINT Transition Uncertainty

    Asset managers caught flat-footed by the planned demise of a critical fixed income system are battling uncertainty as they gauge competitor systems to ensure a clean transition. Barclays’ widely used POINT system that helps managers analyze fixed income investments will officially cease to exist in 12 months after Bloomberg last year…

  • Tom Secaur Discusses Robotics with Ignites

    Is fintech hitting the back office office sooner than expected? Ignites’ Jackie Noblett explores the latest innovations from Northern Trust, BNY Mellon, and State Street as they invest in process automation to reduce the time, cost and risks associated with manual processing of fund prices. “For the most part, the activities haven’t…

  • Steve Young Featured in The Sunday Times Wealth Management Supplement

    Citisoft’s Steve Young was recently quoted in a SimCorp Coric piece in the Wealth Management Supplement of The Sunday Times on client communications and reporting technology in the face of a shifting industry. As the article discusses, expectations of clients in the sphere are evolving. “The wealth management sector is changing; there is…

  • Tom Secaur Discusses Disruption at NICSA 2017 SLF

    Citisoft COO Tom Secaur joined Northern Trust's Dan Houlihan and FIS's Tony Warren for a panel moderated by Sulemen Din on "The Disruptors: Coming (Sooner or Later?) to a Fund Near You" at NICSA's recent Strategic Leadership Forum. For the full discussion on how and when will our industry be "disrupted" by FinTech and what asset managers…

  • Peter O'Toole Joins Ignites Panel on Back Office FinReg Compliance

    Citisoft’s Peter O’Toole recently joined Ignites’s managing editor Hannah Glover and State Street’s EVP and head of specialized products group, Brenda Lyons, for the webinar “How Big Data Will Impact Back-Office Compliance.” The panel, hosted by Ignites Exchange, discussed the effect of new modernization and liquidity rules from the SEC…