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Dive deep into the trends, technologies, and practices that are transforming asset management

whitepaper Moving from client reporting to client communications Reporting functions at most investment managers continue to under-deliver. Not only because they are failing to meet stipulated SLAs or reporting ... Read whitepaper
industry news Steve Young Discusses Wealth Management Disruption in Global Banking & Finance Review Citisoft's Steve Young recently authored an article for the Global Banking & Finance Review on disruption in the wealth management industry. While ... Read industry news
industry news Steve Young Blogs on Vendor Evolution Citisoft's Steve Young recently penned a blog for FTSE Global Markets on the recent trend of vendors reorienting their businesses towards a service ... Read industry news
industry news Tom Secaur Discusses NAV Oversight with Ignites Citisoft's Tom Secaur was recently featured in an Ignites article on the industry trend towards increased service provider oversight for net asset ... Read industry news
industry news Steve Young Considers Whether Investment Managers Are Maximizing Tech Potential in Global Investor Citisoft's Steve Young recently penned a piece for Global Investor on the adoption of fintech in the investment management industry. Although the ... Read industry news
industry news Steve Young Discusses Fintech with Kommersant Citisoft's Steve Young was recently quoted in Russia’s leading financial newspaper discussing current trends in adoption of fintech solutions. Read industry news
industry news Steve Young Blogs on Blockchain Pitfalls and Potential Citisoft's Steve Young recently took to the FTSE Global Markets blog to discuss blockchain and its impact on the asset management industry. The ... Read industry news
whitepaper 2018 Outlook: Setting the Stage for Transformation Last year’s outlook highlighted a period of remarkable change and buzz in asset management. As the din quiets, we’re stepping into a new era, and ... Read whitepaper
industry news Steve Young Discusses Tech Selection and Implementation Best Practices Steve Young recently penned a piece on GTNews discussing common pitfalls of system selection and implementation and how asset managers can revise ... Read industry news
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