Why Citisoft

Why Citisoft?

Servicing the buy-side requires broad industry perspective, a specialist understanding of client requirements, and a shared commitment with our clients. Citisoft brings those attributes to every client, every day.  Citisoft has been partnering with our clients to drive technology and operations change since 1986 and offers a breadth of service and depth of knowledge that is unparalleled in the industry.  Citisoft is ideally positioned to provide the optimal mix of both business and technological expertise for the benefit of our clients.

Citisoft’s core tenants of success include:

  • Expertise – Our global staff is comprised exclusively of professionals dedicated to the Investment Management industry with an average of 17 years of buy-side industry experience each.  All of our consultants have expert knowledge of the investment management process. These team members bring thought leadership, qualifications, and experiences in the Investment Management industry that are unmatched by our competitors.
  • Flexible, Common Sense Approach – At Citisoft, we provide well-researched and practical approaches to each client’s needs. Our consultants are committed to the provision of advice that is both clear and straightforward.
  • Proven Methodologies and Tools - We have an extensive selection of proven methods for facilitating consulting projects, in addition to the benefit of 26+ years of client delivery assets. These mature tools and intelligence help our clients achieve their business goals with speed and consistency.
  • Independence – Citisoft is independent of all vendors and service providers. We proactively maintain intelligence on all reputable vendors and providers catering to the investment management industry, giving clients an immediate and objective view of viable partners and technologies in the market.
  • Unyeilding Standards – Our goal is simple: Exceed our client’s expectations. Citisoft consultants understand the high level of service and shared sense of commitment that is required to meet this goal; and it is through that effort that Citisoft has gained its stellar reputation.

Click here for examples of our client success stories and how Citisoft has helped the industries leaders transform their organizations.

Managing Vendor Risk: What Should You Be Doing?

While the investment management marketplace has been transformed by drivers including globalization and mergers & acquisitions, vendor firms have also been going through a period of transformation. How closely does the vendor you engaged with resemble the vendor you so carefully vetted and selected two, five or ten years ago?  

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Corporate Intelligence

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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Industry Perspective on HF Administration Shadow

“Having a redundant back-up at Northern Trust gives [Bridgewater Associates] flexibility in terms of servicing with BNY Mellon,” he says. “You’re going to keep a service provider very motivated, and you’re going to keep them operationally efficient by keeping costs down.”

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