Advisory Services

Bring your technology and operations strategy to new heights with an experienced partner

Gain a 360-degree view of your business and the industry.

We can help you envision your ideal operating model and carve a path to reaching it. With our unmatched perspective on trends and industry practices, there’s no better partner to guide your journey.

Strategic Assessment

Are you operating at the peak of the industry? We have the breadth of experience working with investment management leaders and the depth of domain knowledge to help you assess where you stand and where you should head.

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Systems Strategy & Selection

You can’t reach your ideal future state without the right systems. Our consultants know the ins and outs of applications spanning the investment continuum and can help you build the best tool kit to achieve your goals.

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Outsourcing Evaluation & Selection

Outsourcing processes and technology requires a nuanced understanding of the options available. We’ve worked alongside every one of the industry’s leading outsourcing providers, providing us with unmatched insights into outsourcing projects of any scope.

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From Our Clients

“We could not have achieved such a massive undertaking without the partnership of our colleagues at Citisoft. From strategy to implementation, they have been a partner at each step of the process.”

Michael Williamson, Executive Director
State of Wisconsin Investment Board

Know what you need? Submit your request for information here.

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