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Projects

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Projects

Global Portfolio Accounting Consolidation

A leading Global Asset Manager engaged Citisoft to manage their multi-region PORTIA Consolidation Project. The consolidation initiative was a result of the firm's acquisition of a major asset management firm and manage all equity assets on a single, global accounting platform.

DOMAIN: MIDDLE AND BACK OFFICE; Administration and Accounting SERVICE: ASSESS; Systems Rationalization

Corporate Intelligence

The Value of Client Communications in Rocky Times

Client communications are more important in periods of under-performance than when you're outperforming the market and have 5* Morningstar ratings.

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Outsourcing: Risk Mitigation, Exits and Expectations

It is clear that investment management firms will need to employ a much more sophisticated and detailed approach to outsourcing provider selection and due diligence based on rece

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