There’s no substitute for experience.

For over three decades, we’ve helped solve complex technology and operations challenges for the investment management industry.

About Citisoft

Driven by client success.

From guiding complete business transformation programs to on-the-ground delivery, our team has the experience to fulfill any strategic or tactical need.

“We service our clients better than the big firms because of our single focus on their business. Our top priority will always be our clients and the results we achieve for them.”
Paul Migliore
Paul Migliore Chief Executive Officer, Citisoft


We focus solely on technology, operations, and data for investment management so our consultants are ready to hit the ground running from day one.


Our consultants have an average of 18-years of industry experience, working in roles from tactical operations to executive oversight at leading investment management firms.


Client success is our success. We always go above and beyond to deliver results and that’s why we’ve been trusted time and again by the industry’s leading asset managers.


We offer strategic and tactical services across every facet of the investment management lifecycle and for clients ranging in size, geography, and firm type.

Social responsibility

Committed to serving our clients and our communities.

We strive to champion the values of diverse and equitable workplaces, community engagement, and responsible business operations. We enact these values through three key tenets: delivering results, acting with integrity, and fostering inclusivity and community engagement.

Delivering results.

We view our clients’ success as our success and focus on delivering results that effect positive change within our clients’ businesses. Our relationship is a partnership, and we strive to adapt and deliver to provide the best solutions for your unique goals.

Acting with integrity.

We treat colleagues and clients with respect, honesty, and care. Our working relationship is critical to your success and our consulting team understands that high pressure environments require clear communication, candor, and trust.

Fostering inclusivity and community engagement.

We strive to make an impact in our communities at work and at home through Citisoft’s Social Responsibility Committee. This committee oversees programs aimed at improving inclusivity, prioritizing charitable giving, and encouraging volunteer efforts.

Team of professionals gathered at a circular meeting table.

Meet the management team.

Citisoft’s management team is comprised of leaders in technology, operations, and data. When you work with Citisoft, you gain access to their deep industry knowledge and commitment to partnership, from on-the-ground delivery to communications with the C-suite.

Learn more about our team’s experience

Explore career opportunities.

At Citisoft, people are our greatest asset. Hiring and retaining the best talent in the industry is our top priority. Our consultants come from a wide variety of asset management backgrounds but all have two things in common: they’re great at what they do and they’re people we’re excited to work with.

Learn more about Citisoft careers
Team member helping another.

We have the expertise and track record to design and deliver projects of any scope.

Discuss your needs with an expert and discover how we can help.