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Resources:
Technology and Innovation (4)
Dive deep into the trends, technologies, and practices transforming asset management
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Our Industry
whitepaper
Outlook 2020: A New Frontier in Asset Management Operations
In 2019, game-changing acquisitions and partnerships were forged across the asset management industry. The convergence of software and services along ...
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client stories
$100B Asset Manager Modernizes Infrastructure to Support Rapid Growth
Since 2008, our client has experienced substantial growth from $30B to nearly $100B by winning mandates of new clients with highly customized ...
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industry news
Technology and Operations Investment Survey
To learn more about how the asset management industry continues to transform, Citisoft collaborated with Ignites and FundFire to survey readers from ...
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industry news
Citisoft Completes Multi-Year Transformation Initiative for Principal Global Investors
Global Asset Manager Partners with Citisoft to Redesign and Modernize Investment Operations
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whitepaper
Outlook 2019: The Trek Toward Transformation
Outlook 2019 provides detailed insights into what Citisoft predicts this year will bring for asset management technology and operations including our ...
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whitepaper
Innovate or Stagnate: Digitalization in Investment Management
For decades, investment managers have been digitizing information and processes, but we have only recently moved into a new era where firms are ...
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industry news
Patrick Kirchner Discusses Data Management in Best Execution
Heather McKenzie reports on data management strategy challenges and priorities in Best Execution.
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industry news
Steve Young Discusses Innovation Labs on FTSE Global Markets
Citisoft's Steve Young took to FTSE Global Markets to weigh in on large asset management firms' recent trend towards building innovation labs to ...
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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 ...
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