We solve complex technology and operations challenges for the investment management industry, leveraging our deep consulting experience and 30-year history of project success.
Citisoft partners with the world's leading asset management firms and service providers to create impactful and effective solutions for today's complex business problems. Our sole focus is assessing, designing, and delivering results-oriented operations and technology change across the investment management process.
Your business is at a tipping point. A wave of innovation looms ahead, but you’re still anchored to processes, technologies, or strategies that are fraught with cost and risk. You need a consulting partner with the experience to help you navigate business turbulence and the vision to reach your ideal future state.
We work with the world’s leading investment managers and third party service providers. From hedge funds to insurers to institutional asset managers, we know the business of managing money.
Over the past year, we have seen enormous change in the vendor landscape. Given the broad reach of this trend and its evolving nature, we could think of no more important topic to dive deep on in Outlook 2023.
Read on for our expert thoughts on trends in services, technology innovation, challenges of interoperability, the shifting talent landscape, and how we see many of the partnerships and collaborations in the solutions market shaking out.
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Whether you're mapping a complete business transformation project or simply upgrading an application, we can meet any challenge with you. Our consulting team has the perspective to see beyond the horizon and the hands-on experience to help guide you to your destination.
To reach lofty goals, you need partners who can do more than crew the ship—you need true expertise. With experience leading transformative projects across every facet of the investment lifecycle, our consultants have a clear line of sight into your business.
Whether you're an asset owner or institutional manager, we'll help you meet your business goals by leveraging decades of experience achieving client success.
From hedge funds to private equity to real estate, we can help you streamline your technology, operations, and data management for complex investments.
We have unmatched experience partnering with the world's leading service providers and clients to design and deliver efficient and sustainable joint operating models.
Outlook 2022 explores trends and drivers that are influencing transformation initiatives in asset management. We take a consultative approach, offering our take on what critical success factors are for those undergoing transformation programs.
This paper explores the transformative technologies that will drive digitalization efforts in the future and how asset managers will need to differentiate themselves in the new digital landscape.