Citisoft provided project management, delivery skill, and subject matter expertise in assisting a leading multi-strategy hedge fund implement the Charles River IMS order management system. Citisoft’s experienced team actively participated in detailed workflow analysis and design, testing, and training efforts as part of the larger program. Additionally, Citisoft provided extensive guidance to the client’s technical staff through formal knowledge transfer in support of a custom-developed application created via the Charles River IMS API.
Citisoft was engaged by a leading Investment Manager to conduct a detailed Client Communications Strategy in support of the firm's long-range business goals. The detailed assessment identified key challenges and risks associated with the current resource, process, and technology components of the firm's client communications reporting function and recommended technical and operational improvements to better enable the business' vision.
Citisoft was engaged by a leading Hedge Fund Administrator to perform a strategic assessment of the organization's operational and technical capabilities and develop a long-term plan for improvement. The goal of the effort included the detailed assessment of the people, process and technology used to support the firm's business and provide a roadmap for achieving their strategic vision: to become the premier fund administration providers in the industry.
Citisoft partnered with a Leading Global Asset Manager to develop the design, vision, and objectives for a new data repository within the client reporting platform. This new repository would be the primary source of structured data for all communications released on the platform. Citisoft performed an in depth review of the current state of the client communication technology and processes, and proposed a future state design.