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 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. 

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    Outlook 2024

    Transformation is underway that will set the course of the industry for the next decade. While the excitement of innovation in cutting edge areas such as artificial intelligence or advanced computing welcomes speculation about disruptive change in asset management, the industry at large is still grappling with how to modernize operating models. 

    Download your copy of Citisoft’s Outlook 2024 with an in-depth look at how trends in outsourcing, data, and technology are changing priorities for operational leaders and setting the stage for transformation.

    Download your copy of Outlook 2024.

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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.

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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.

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