Focused. Strategic. Pragmatic.

    We solve complex technology and operations challenges for the investment management industry, leveraging our deep consulting experience and 30-year history of project success.

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    Chart a new course with the right partner at the helm.


    Citisoft partners with the world's leading asset management firms and service providers to create impactful and effective solutions to today's complex business problems. Our sole focus is assessing, designing, and delivering results-oriented operations and technology change across the entire 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. 

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    Outlook 2021

    Each year, we offer our take on the trends that we believe will shape the year ahead. Though 2020 served up unprecedented challenges, we saw an increased interest in strategic change initiatives from asset managers and we believe this underscores the scale of change at play in our industry.

    If 2020 activity is a bellwether for the year ahead, asset managers will be embracing big picture change as they lay the groundwork to harness the power of new technologies and investment strategies in 2021.

    Click here to download the paper.



    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.

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    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.

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    Find out how we can help with your investments or business strategy.


    Traditional Investment Strategies

    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.


    Non-Traditional Investment Strategies

    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.

    Interested in learning how Citisoft can help achieve your goals? Contact us to speak with the experts.

    Speak with Citisoft