Our Clients

Learn how your peers are partnering with Citisoft to transform their technology and operations

Featured Client Stories

Initiating a new technology or operations program is a delicate dance. You need to stand out from the crowd with a unique investment strategy, but can’t risk a misstep with an unproven system or operating model. Having partnered for over 30 years with some of the world’s most respected asset management firms, we know the moves by heart. With unmatched peer insight and domain expertise, we help you implement effective strategies while mitigating risk and freeing you to focus on what you do best. Learn more about how we’ve helped your peers position themselves for growth below.

Markets We Serve

You need a consulting partner with the experience and confidence to take the lead. Our team has put in the hours, working both in-house and as consultants on transformation programs at firms across the investment management industry. Whether you’re an institutional asset manager or an outsourcing service provider, our team will help you set the stage to achieve your goals with our broad market reach.


You can’t afford operating inefficiencies in a competitive market. We’ve helped some of the world’s largest institutional investors optimize their technology and operations to enable innovative investment strategies. Regardless of your size, asset mix, or geography, we can help you solve business challenges throughout the investment lifecycle.

  • Aberdeen Asset Management
  • AllianceBernstein
  • Goldman Sachs Asset Management
  • HSBC Global Asset Management
  • Invesco
  • Janus Henderson Investors
  • Legal & General Investment Management
  • Manulife Global Asset Management
  • New York Life Investments
  • Old Mutual
  • Principal Global Investors
  • Schroders Investment Management
  • Allstate Investments
  • Fidelity Institutional Asset Management
  • Deutsche Bank Asset Management
  • Aviva Investors
  • Alger
  • Allianz Global Investors
  • Ameriprise Financial
  • Ariel Investments
  • Artisan Partners
  • Baring Asset Management
  • BlackRock
  • BMO Global Asset Management
  • CoBiz Financial
  • GLG Partners
  • GMO
  • Harris Associates
  • HGK Asset Management
  • Robeco
  • RS Investments
  • Wellington Management Company
  • Income Research + Management
  • Insight Investment
  • Kuwait Investment Office
  • Lazard Asset Management
  • Legg Mason
  • Lord Abbett
  • M.D. Sass Investor Services
  • MacKay Shields
  • Marathon Asset Management
  • Neuberger Berman
  • Newton Investment Management
  • Nomura Asset Management
  • Nuveen
  • NWQ Investment Management Company
  • Royal London Asset Management
  • Russell Investments
View clients we work with

Fund Managers

When your performance is measured daily, you can’t afford operating inefficiencies and inaccuracies. We can assess your operations to help you get the right toolset and workflows to streamline reporting and ensure firm-wide access to timely, quality data. Whether you’re managing exceptions or in need of a system with robust multi-basis capabilities, we’ll help you achieve your operating goals so you can focus on managing your fund.

  • Goldman Sachs Asset Management
  • Invesco
  • Janus Henderson Investors
  • New York Life Investments
  • JP Morgan Chase
  • Columbia Threadneedle Investments
  • Fidelity Investments

  • CGCM Funds
  • Charles Schwab Investment Management
  • Dimensional Fund Advisors
  • M&G Investments
  • T. Rowe Price
  • The Vanguard Group
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Asset Owners

Inefficient operations and legacy technologies shouldn’t stand in the way of providing value to your end investors. To generate alpha while tightly managing risk, you need to cut out operating inefficiencies, streamline your data architecture, and implement trustworthy tools to manage your assets. We’ve helped leading pension funds transform their operations to enable investment strategies that strike the right balance of stability and growth to ensure the security of their end investors’ retirement.

  • Aberdeen Asset Management
  • Adventist Health System
  • British Airways Pension Fund
  • DuPont Capital Management
  • QIC
  • SPARX Asset Management
  • State of Wisconsin Investment Board
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You need a stable and flexible operating model to get a holistic view of data across geographies and business lines. We’ve helped some of the industry’s most respected insurance firms ensure stability and manage risk by implementing insurance-specific accounting platforms, compliance-focused reporting tools, and efficient global operating models. Whether you’re looking for a system to support multiple accounting bases or transforming your operating model to house multiple investment managers across insurance verticals, we can help you identify and implement solutions to maximize returns and stay in compliance.

  • Aberdeen Asset Management
  • Legal & General Investment Management
  • Manulife Global Asset Management
  • New York Life Investments
  • Old Mutual
  • Principal Financial Group
  • BlueBay Asset Management
  • Allstate Investments
  • Aviva Investors
  • AIG Investments
  • Arch Capital Services Inc.
  • Canada Life
  • Standard Life Investments
  • Swiss Re
  • XL Group
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Whether you’re a hedge fund with a laser focus or a large pension investing in alternative assets, we can help simplify operations for your sophisticated investment strategy. Understanding the operational complexities of non-traditional investment products like real estate, private equity, and hedge funds requires in-depth alternatives knowledge. Our experts have helped firms of all sizes leverage technology to derive better investment insight with an efficient operating model that’s purpose-built for complex investment strategies.

  • AllianceBernstein
  • HSBC Global Asset Management
  • Invesco PowerShares
  • BlueBay Asset Management
  • Ares Management
  • Madison Capital Funding
  • TT International
  • Waypoint Capital
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Wealth Managers

Focusing on your clients is critical to business growth. We can help you implement the tools and processes to seamlessly pivot from capturing alpha to delivering an exceptional client experience. Whether you’re producing GIPS compliant reports, assessing your allocation process, or delivering cutting edge digital communications, we have the technology expertise to build a foundation that enables client success.

  • Janus Henderson Investors
  • Schroders Private Bank
  • Deutsche Bank Asset Management
  • Bank of America Merrill Lynch
  • Bank of America Private Bank
  • Boston Trust & Investment Management
  • Saxo Bank
  • Union Bancaire Privée
  • CIBC
  • CIBC Atlantic Trust Private Wealth Management
  • Coutts
  • Credit Suisse
  • Eden Financial & Wealth Management
  • HM Payson
  • Stonehage Fleming
  • US Bancorp Asset Management
  • Insinger de Beaufort
  • Majedie Asset Management
  • Morgan Stanley
  • National Australia Bank
  • RBC
  • Rockefeller & Co.
  • UBS Wealth Management
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Service Providers

Helping your client smoothly transition their operations is a massive undertaking. To support a large-scale program, leveraging a variable resource model helps you contain costs and leverage functional domain expertise. Having completed nearly 40 outsourcing transitions, our consulting team has unmatched subject matter expertise across program roles from operating model redesign to project management to testing. Our longstanding relationships with the industry’s leading service providers is a testament to our reputation for delivering program success.

  • JP Morgan Chase
  • Archer
  • Bank of New York Mellon
  • BNP Paribas
  • SS&C 
  • Brown Brothers Harriman & Co.
  • Citigroup
  • Clearwater
  • State Street Corporation

  • Northern Trust
  • RBC Investor & Treasury Services
  • SEI
  • Societe Generale Securities Services
  • STP Investment Services
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From Our Clients

“The great thing about Citisoft is that they are relationship based. I’ll approach them a lot of times on problems they may not be able to solve for me but they can connect me to others. Because of their industry position, they get a good purview”

Brian Seiler, Global Head of Business Applications