Resources

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

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Citisoft Names 2024 Citisoft Scholarship Award Recipient

Industry News • Aug 27, 2024 Citisoft Names 2024 Citisoft Scholarship Award Recipient

Leading Global Asset Manager Designs and Delivers Cutting Edge Client Communications Strategy

Client Stories • Jun 12, 2024 Leading Global Asset Manager Designs and Delivers Cutting Edge Client Communications Strategy

$600B Asset Owner Requests Front-to-Back Strategic Assessment of Their Investment Technology

Client Stories • Jun 6, 2024 $600B Asset Owner Requests Front-to-Back Strategic Assessment of Their Investment Technology

Wealth Manager Launches Managed Portfolio Service to External Platforms

Client Stories • May 30, 2024 Wealth Manager Launches Managed Portfolio Service to External Platforms

Citisoft Leads Major Transformation and Implementation Program for $450 Billion Asset Manager

Client Stories • May 14, 2024 Citisoft Leads Major Transformation and Implementation Program for $450 Billion Asset Manager

Citisoft Appoints John Clark as Partner

Industry News • Mar 26, 2024 Citisoft Appoints John Clark as Partner

View Citisoft Virtual Panel: Bridging Asset Management's Gender Gap

Multimedia • Mar 20, 2024 View Citisoft Virtual Panel: Bridging Asset Management's Gender Gap

Outlook 2024: Balancing Innovation and Reality

Whitepapers • Jan 16, 2024 Outlook 2024: Balancing Innovation and Reality

State Street: COO Tom Secaur featured in Voice of the Consultant

Multimedia • Nov 28, 2023 State Street: COO Tom Secaur featured in Voice of the Consultant

Empowering Students and Fostering Diversity: Our Work with Anglia Ruskin University

Industry News • Nov 23, 2023 Empowering Students and Fostering Diversity: Our Work with Anglia Ruskin University

Asset Owner Transformation in 2023

Whitepapers • Nov 9, 2023 Asset Owner Transformation in 2023

Alternative Investments: Using Data to Drive Growth

Whitepapers • Oct 11, 2023 Alternative Investments: Using Data to Drive Growth

Citisoft Bolsters Growth with New Strategic Appointments

Industry News • Sep 14, 2023 Citisoft Bolsters Growth with New Strategic Appointments

Roundtable Discussion: Driving ESG Agendas with Data

Whitepapers • Jul 20, 2023 Roundtable Discussion: Driving ESG Agendas with Data

Citisoft Names 2023 Citisoft Scholarship Award Recipient

Industry News • Jun 29, 2023 Citisoft Names 2023 Citisoft Scholarship Award Recipient

Session Report: Investment Data Management in 2023

Whitepapers • May 3, 2023 Session Report: Investment Data Management in 2023

Watch: Virtual Roundtable on The Evolution of the Insurance Operating Model

Multimedia • Apr 27, 2023 Watch: Virtual Roundtable on The Evolution of the Insurance Operating Model

Tom Secaur on BNY Trade Outsourcing Service in Ignites

Industry News • Jan 26, 2023 Tom Secaur on BNY Trade Outsourcing Service in Ignites

Outlook 2023: A Solutions Market Renaissance

Whitepapers • Jan 23, 2023 Outlook 2023: A Solutions Market Renaissance

Paul Migliore Weighs in on Outsourcing Transition Cost

Industry News • Dec 6, 2022 Paul Migliore Weighs in on Outsourcing Transition Cost

Tom Secaur Discusses

Industry News • Dec 1, 2022 Tom Secaur Discusses "Life After BBH" in Ignites

The Next Frontier in Insurance Operations: Solving for the Evolution of the Insurance Operating Model

Whitepapers • Nov 9, 2022 The Next Frontier in Insurance Operations: Solving for the Evolution of the Insurance Operating Model

Citisoft Announces Launch of the Citisoft Scholars Program

Industry News • Nov 3, 2022 Citisoft Announces Launch of the Citisoft Scholars Program

Tom Secaur on Potential Recession and Travel

Industry News • Sep 29, 2022 Tom Secaur on Potential Recession and Travel

Asset Owner Transformation: The Unavoidable Case for Change

Whitepapers • Jul 1, 2022 Asset Owner Transformation: The Unavoidable Case for Change

$500B Asset Manager Redesigns Data Warehouse to Meet Multi-Asset Insurance Reporting Needs

Client Stories • Jun 1, 2022 $500B Asset Manager Redesigns Data Warehouse to Meet Multi-Asset Insurance Reporting Needs

Tom Secaur Discusses Schwab Custody and Services Landscape

Industry News • May 20, 2022 Tom Secaur Discusses Schwab Custody and Services Landscape

Virtual Panel: Playback Cloud in Asset Management Operations

Multimedia • May 18, 2022 Virtual Panel: Playback Cloud in Asset Management Operations

Paul Migliore Discusses Worker Benefits in Ignites

Industry News • May 12, 2022 Paul Migliore Discusses Worker Benefits in Ignites

Tom Secaur on 'Zero to 80' Tech Overhaul

Industry News • May 10, 2022 Tom Secaur on 'Zero to 80' Tech Overhaul

Tom Secaur Discusses Talent Retention, Hiring

Industry News • Apr 22, 2022 Tom Secaur Discusses Talent Retention, Hiring

Ignites Discusses Worker Shortage, Tom Secaur Weighs In

Industry News • Feb 15, 2022 Ignites Discusses Worker Shortage, Tom Secaur Weighs In

Asset Owner Transformation: Key Survey Findings

Whitepapers • Feb 4, 2022 Asset Owner Transformation: Key Survey Findings

Tom Secaur on Aligning Operating Models with Solutions Roadmaps

Multimedia • Feb 3, 2022 Tom Secaur on Aligning Operating Models with Solutions Roadmaps

Tom Secaur Weighs in on BBH and State Street Deal

Industry News • Feb 3, 2022 Tom Secaur Weighs in on BBH and State Street Deal

Paul Migliore on Winning the War for Talent

Multimedia • Feb 2, 2022 Paul Migliore on Winning the War for Talent

David Bates on Building a Next Generation Data Architecture

Multimedia • Feb 1, 2022 David Bates on Building a Next Generation Data Architecture

Outlook 2022: Embarking on a Journey of Unprecedented Operational Change

Whitepapers • Jan 19, 2022 Outlook 2022: Embarking on a Journey of Unprecedented Operational Change

Tom Secaur Considers Challenges of Attracting Talent in Ignites

Industry News • Dec 14, 2021 Tom Secaur Considers Challenges of Attracting Talent in Ignites

To the Cloud: Re-Shaping Asset Management Operations

Whitepapers • Dec 7, 2021 To the Cloud: Re-Shaping Asset Management Operations

Tom Secaur Discusses J.P. Morgan's Move to Middle Office Outsourcing

Industry News • Nov 16, 2021 Tom Secaur Discusses J.P. Morgan's Move to Middle Office Outsourcing

Tom Secaur Weighs in on the Battle for Talent in Ignites

Industry News • Oct 28, 2021 Tom Secaur Weighs in on the Battle for Talent in Ignites

An Asset Manager's Guide to Successfully Execute the Outsourcing Transition

Whitepapers • Sep 30, 2021 An Asset Manager's Guide to Successfully Execute the Outsourcing Transition

David Bates Weighs in on MSCI Acquisition

Industry News • Aug 4, 2021 David Bates Weighs in on MSCI Acquisition

Citisoft's Alex Marangoni Discusses Innovation with Markets Media

Industry News • Jul 16, 2021 Citisoft's Alex Marangoni Discusses Innovation with Markets Media

Tom Secaur Discusses J.P. Morgan SimCorp Integration with FundFire

Industry News • May 26, 2021 Tom Secaur Discusses J.P. Morgan SimCorp Integration with FundFire

Tom Secaur Discusses AWS Move to Asset Management with Ignites

Industry News • May 11, 2021 Tom Secaur Discusses AWS Move to Asset Management with Ignites

Tom Secaur Discusses BlackRock ETF Operations Move with Ignites

Industry News • Apr 22, 2021 Tom Secaur Discusses BlackRock ETF Operations Move with Ignites

Virtual Roundtable: 2021 Trends in UK Asset Management

Multimedia • Mar 12, 2021 Virtual Roundtable: 2021 Trends in UK Asset Management

Virtual Roundtable: 2021 Trends in Canadian Asset Management

Multimedia • Feb 23, 2021 Virtual Roundtable: 2021 Trends in Canadian Asset Management

Virtual Roundtable: Outlook for 2021

Multimedia • Feb 16, 2021 Virtual Roundtable: Outlook for 2021

Tom Secaur Discusses State Street Asset Servicing Growth Benchmark with Global Custodian

Industry News • Jan 22, 2021 Tom Secaur Discusses State Street Asset Servicing Growth Benchmark with Global Custodian

Tom Secaur Discusses BNY Mellon Link to Amundi Trade Tech

Industry News • Jan 14, 2021 Tom Secaur Discusses BNY Mellon Link to Amundi Trade Tech

Outlook 2021: Accelerating Strategic Initiatives in Asset Management

Whitepapers • Jan 12, 2021 Outlook 2021: Accelerating Strategic Initiatives in Asset Management

David Higgins Discusses Operational Dividends with Wealth Adviser

Industry News • Dec 7, 2020 David Higgins Discusses Operational Dividends with Wealth Adviser

Tom Secaur Discusses the Division of Custodian and Asset Management Units in Global Custodian

Industry News • Dec 3, 2020 Tom Secaur Discusses the Division of Custodian and Asset Management Units in Global Custodian

Futureproofing and Resiliency in Asset Management Post-Pandemic

Industry News • Nov 15, 2020 Futureproofing and Resiliency in Asset Management Post-Pandemic

Citisoft Launches EMEA Insights Programme with UK Universities

Industry News • Nov 13, 2020 Citisoft Launches EMEA Insights Programme with UK Universities

Citisoft Introduces Benchmarking Services

Industry News • Nov 10, 2020 Citisoft Introduces Benchmarking Services

Tom Secaur Weighs in on Vendor Reliance Post-COVID

Industry News • Oct 22, 2020 Tom Secaur Weighs in on Vendor Reliance Post-COVID

Virtual Panel: Watch Data Experts Weigh in on 2020 Trends

Multimedia • Jul 28, 2020 Virtual Panel: Watch Data Experts Weigh in on 2020 Trends

Operations and Technology in a Post-Pandemic World

Whitepapers • Jun 11, 2020 Operations and Technology in a Post-Pandemic World

Panel Webcast: Embracing the Next Generation Operating Model During COVID and Beyond

Multimedia • Apr 23, 2020 Panel Webcast: Embracing the Next Generation Operating Model During COVID and Beyond

Citisoft Announces New Leadership in UK Practice

Industry News • Apr 1, 2020 Citisoft Announces New Leadership in UK Practice

Message from Our CEO on Navigating COVID-19

Industry News • Mar 13, 2020 Message from Our CEO on Navigating COVID-19

Paul Migliore Discusses Remote Work in Light of COVID-19

Industry News • Mar 9, 2020 Paul Migliore Discusses Remote Work in Light of COVID-19

Tom Secaur Discusses Asset Servicing Opportunities with Global Custodian

Industry News • Mar 6, 2020 Tom Secaur Discusses Asset Servicing Opportunities with Global Custodian

Outlook 2020 | A new frontier in asset management operations

Multimedia • Mar 4, 2020 Outlook 2020 | A new frontier in asset management operations

Outlook 2020 | What is a front to back serviced solution?

Multimedia • Mar 4, 2020 Outlook 2020 | What is a front to back serviced solution?

Outlook 2020 | Is the operating model broken?

Multimedia • Mar 4, 2020 Outlook 2020 | Is the operating model broken?

Outlook 2020 | How is the vendor landscape evolving?

Multimedia • Mar 4, 2020 Outlook 2020 | How is the vendor landscape evolving?

Outlook 2020 | How will operations in asset management evolve?

Multimedia • Mar 4, 2020 Outlook 2020 | How will operations in asset management evolve?

David Bates Discusses Ops Challenges for Franklin Legg Deal with Ignites

Industry News • Feb 25, 2020 David Bates Discusses Ops Challenges for Franklin Legg Deal with Ignites

$300B Global Asset Manager Launches Program to Enable Data-Centric Operating Model

Client Stories • Feb 1, 2020 $300B Global Asset Manager Launches Program to Enable Data-Centric Operating Model

Tom Secaur Discusses Holistic Ops with Ignites

Industry News • Jan 29, 2020 Tom Secaur Discusses Holistic Ops with Ignites

Tom Secaur Discusses Front-to-Back Data Integration with Global Custodian

Industry News • Jan 23, 2020 Tom Secaur Discusses Front-to-Back Data Integration with Global Custodian

Outlook 2020: A New Frontier in Asset Management Operations

Whitepapers • Dec 15, 2019 Outlook 2020: A New Frontier in Asset Management Operations

$100B Asset Manager Modernizes Infrastructure to Support Rapid Growth

Client Stories • Dec 6, 2019 $100B Asset Manager Modernizes Infrastructure to Support Rapid Growth

Tom Secaur Discusses Service Provider Job Cuts with Ignites

Industry News • Nov 18, 2019 Tom Secaur Discusses Service Provider Job Cuts with Ignites

Patrick Kirchner Discusses RegTech Adoption

Industry News • Aug 19, 2019 Patrick Kirchner Discusses RegTech Adoption

Patrick Kirchner Discusses Charles River Wealth Market Expansion

Industry News • Jul 22, 2019 Patrick Kirchner Discusses Charles River Wealth Market Expansion

Financial Technologies Forum Discusses PGI Transformation Initiative

Industry News • Jun 12, 2019 Financial Technologies Forum Discusses PGI Transformation Initiative

Technology and Operations Investment Survey

Industry News • May 28, 2019 Technology and Operations Investment Survey

Citisoft Completes Multi-Year Transformation Initiative for Principal Global Investors

Industry News • May 14, 2019 Citisoft Completes Multi-Year Transformation Initiative for Principal Global Investors

Outlook 2019: The Trek Toward Transformation

Whitepapers • Feb 28, 2019 Outlook 2019: The Trek Toward Transformation

Tom Secaur Discusses Hidden Costs of Custody Bank Price Cuts

Industry News • Jan 29, 2019 Tom Secaur Discusses Hidden Costs of Custody Bank Price Cuts

Tom Secaur Discusses the Impact of the M&A Trend on the Financial Software Market

Industry News • Dec 14, 2018 Tom Secaur Discusses the Impact of the M&A Trend on the Financial Software Market

Innovate or Stagnate: Digitalization in Investment Management

Whitepapers • Oct 9, 2018 Innovate or Stagnate: Digitalization in Investment Management

Citisoft Named Best Small Firm by Consulting Magazine

Industry News • Sep 10, 2018 Citisoft Named Best Small Firm by Consulting Magazine

Tom Secaur Discusses How Fund Shops are Approaching Tech in an Evolving Market

Industry News • Aug 28, 2018 Tom Secaur Discusses How Fund Shops are Approaching Tech in an Evolving Market

Citisoft Expands Management Team and Opens Canadian Office

Industry News • Aug 9, 2018 Citisoft Expands Management Team and Opens Canadian Office

Tom Secaur Discusses CRD Deal in Ignites

Industry News • Jul 24, 2018 Tom Secaur Discusses CRD Deal in Ignites

Patrick Kirchner Discusses Data Management in Best Execution

Industry News • Jul 3, 2018 Patrick Kirchner Discusses Data Management in Best Execution

Steve Young on four key changes that GDPR will bring

Industry News • May 9, 2018 Steve Young on four key changes that GDPR will bring

Steve Young Discusses Innovation Labs on FTSE Global Markets

Industry News • Apr 20, 2018 Steve Young Discusses Innovation Labs on FTSE Global Markets

Moving from client reporting to client communications

Whitepapers • Apr 13, 2018 Moving from client reporting to client communications

Steve Young Discusses Wealth Management Disruption in Global Banking & Finance Review

Industry News • Apr 13, 2018 Steve Young Discusses Wealth Management Disruption in Global Banking & Finance Review

Steve Young Blogs on Vendor Evolution

Industry News • Apr 6, 2018 Steve Young Blogs on Vendor Evolution

Tom Secaur Discusses NAV Oversight with Ignites

Industry News • Mar 26, 2018 Tom Secaur Discusses NAV Oversight with Ignites

Steve Young Considers Whether Investment Managers Are Maximizing Tech Potential in Global Investor

Industry News • Mar 6, 2018 Steve Young Considers Whether Investment Managers Are Maximizing Tech Potential in Global Investor

Cosmo Wisniewski Joins Bobsguide Post-MiFID II Webinar

Industry News • Feb 12, 2018 Cosmo Wisniewski Joins Bobsguide Post-MiFID II Webinar

Steve Young Discusses Fintech with Kommersant

Industry News • Feb 4, 2018 Steve Young Discusses Fintech with Kommersant

Steve Young Blogs on Blockchain Pitfalls and Potential

Industry News • Jan 19, 2018 Steve Young Blogs on Blockchain Pitfalls and Potential

SWIB's Michael Williamson Discusses Tech & Ops Transformation Benefits

Industry News • Jan 12, 2018 SWIB's Michael Williamson Discusses Tech & Ops Transformation Benefits

2018 Outlook: Setting the Stage for Transformation

Whitepapers • Jan 11, 2018 2018 Outlook: Setting the Stage for Transformation

Steve Young Discusses Tech Selection and Implementation Best Practices

Industry News • Jan 5, 2018 Steve Young Discusses Tech Selection and Implementation Best Practices

Steve Young Weighs In on Diversity Problem in Asset Management

Industry News • Jan 5, 2018 Steve Young Weighs In on Diversity Problem in Asset Management

Citisoft's David Quirk Discusses Middle Office Outsourcing in HedgeWeek

Industry News • Dec 28, 2017 Citisoft's David Quirk Discusses Middle Office Outsourcing in HedgeWeek

Steve Young Names Five 'Unlikely' Predictions for 2018 in Global Banking and Finance Review

Industry News • Dec 22, 2017 Steve Young Names Five 'Unlikely' Predictions for 2018 in Global Banking and Finance Review

Leaving a Legacy: A Framework for Identifying and Migrating from Legacy Systems

Whitepapers • Dec 7, 2017 Leaving a Legacy: A Framework for Identifying and Migrating from Legacy Systems

SWIB Wins Two Institutional Investor Allocators' Choice Awards

Industry News • Dec 4, 2017 SWIB Wins Two Institutional Investor Allocators' Choice Awards

Steve Young Discusses Asset Management Shift to Direct-to-Consumer Offerings

Industry News • Nov 16, 2017 Steve Young Discusses Asset Management Shift to Direct-to-Consumer Offerings

Peter Bambrough Weighs In on Fund Prospectus Automation

Industry News • Nov 16, 2017 Peter Bambrough Weighs In on Fund Prospectus Automation

Practical Tips to Help Navigate the Middle Office Outsourcing Transition

Whitepapers • Nov 9, 2017 Practical Tips to Help Navigate the Middle Office Outsourcing Transition

Tom Secaur Weighs In on Front Office Tech Trends

Industry News • Nov 7, 2017 Tom Secaur Weighs In on Front Office Tech Trends

Intermediation and Blockchain: Balance for the Buy Side

Whitepapers • Oct 24, 2017 Intermediation and Blockchain: Balance for the Buy Side

Citisoft and SWIB Discuss Tech and Ops Transformation with Pensions & Investments

Industry News • Oct 16, 2017 Citisoft and SWIB Discuss Tech and Ops Transformation with Pensions & Investments

Steve Young Blogs on Cultural Innovation

Industry News • Oct 12, 2017 Steve Young Blogs on Cultural Innovation

Cosmo Wisniewski Discusses MiFID II with Funds Europe

Industry News • Oct 11, 2017 Cosmo Wisniewski Discusses MiFID II with Funds Europe

SWIB and Citisoft Discuss Transformation Program with WatersTechnology

Industry News • Sep 26, 2017 SWIB and Citisoft Discuss Transformation Program with WatersTechnology

SWIB Supports Sophisticated Investment Strategy with Transformation Program

Industry News • Sep 20, 2017 SWIB Supports Sophisticated Investment Strategy with Transformation Program

SWIB Discusses Results of Completed Transformation Program with Institutional Investor

Industry News • Sep 20, 2017 SWIB Discusses Results of Completed Transformation Program with Institutional Investor

SWIB and Citisoft Announce Successful Completion of Major Transformation Program

Industry News • Sep 18, 2017 SWIB and Citisoft Announce Successful Completion of Major Transformation Program

Citisoft Announces Launch of New Website and Re-Focused Service Offering

Industry News • Sep 13, 2017 Citisoft Announces Launch of New Website and Re-Focused Service Offering

Tom Secaur Weighs in on Asset Management Trends

Multimedia • Sep 7, 2017 Tom Secaur Weighs in on Asset Management Trends

Industry News • Aug 17, 2017 Steve Young Blogs on Decision Support

Steve Young Weighs In on Robo-Advisers

Industry News • Aug 15, 2017 Steve Young Weighs In on Robo-Advisers

Steve Young Discusses Blockchain Disruption

Industry News • Jul 25, 2017 Steve Young Discusses Blockchain Disruption

Tom Secaur Discusses Back Office Vendor Shakeout

Industry News • Jul 21, 2017 Tom Secaur Discusses Back Office Vendor Shakeout

Tom Secaur Discusses SEC Liquidity Rule Prep

Industry News • Jul 19, 2017 Tom Secaur Discusses SEC Liquidity Rule Prep

Steve Young Discusses Client Communication Differentiators

Industry News • Jul 13, 2017 Steve Young Discusses Client Communication Differentiators

Tom Secaur Discusses Service Provider Shift to Data

Industry News • Jul 6, 2017 Tom Secaur Discusses Service Provider Shift to Data

Industry News • Jun 7, 2017 "Balance Positivity and Realism" in Project Management Says Steve Young

David Bates Weighs In on Barclays POINT Aftermath

Industry News • Jun 6, 2017 David Bates Weighs In on Barclays POINT Aftermath

Steve Young Discusses Evolution of Client Reporting

Industry News • Jun 2, 2017 Steve Young Discusses Evolution of Client Reporting

Tom Secaur to Co-Host Leadership Panel at Fixed Income Leaders Summit

Industry News • May 16, 2017 Tom Secaur to Co-Host Leadership Panel at Fixed Income Leaders Summit

David Bates Weighs In on Benefits of Data Reporting Compliance

Industry News • May 15, 2017 David Bates Weighs In on Benefits of Data Reporting Compliance

Cosmo Wisniewski Discusses MiFID II's Impact on Buy-Side

Industry News • Apr 24, 2017 Cosmo Wisniewski Discusses MiFID II's Impact on Buy-Side

Steve Young Discusses Challenge of Innovation For Incumbents in FTSE

Industry News • Apr 20, 2017 Steve Young Discusses Challenge of Innovation For Incumbents in FTSE

Citisoft Introduces Citisoft IQ: Fixed Income Systems

Industry News • Apr 12, 2017 Citisoft Introduces Citisoft IQ: Fixed Income Systems

Tom Secaur Participates in NICSA Disruption Roundtable

Industry News • Apr 6, 2017 Tom Secaur Participates in NICSA Disruption Roundtable

Paul Migliore Speaks at ISITC's 23rd Annual Vendor Show

Industry News • Apr 3, 2017 Paul Migliore Speaks at ISITC's 23rd Annual Vendor Show

Steve Young Blogs on Vendor Management

Industry News • Mar 21, 2017 Steve Young Blogs on Vendor Management

Patrick Kirchner Weighs In on Barclays POINT Transition Uncertainty

Industry News • Mar 16, 2017 Patrick Kirchner Weighs In on Barclays POINT Transition Uncertainty

Tom Secaur Discusses Robotics with Ignites

Industry News • Mar 14, 2017 Tom Secaur Discusses Robotics with Ignites

Steve Young Featured in The Sunday Times Wealth Management Supplement

Industry News • Feb 12, 2017 Steve Young Featured in The Sunday Times Wealth Management Supplement

Tom Secaur Discusses Disruption at NICSA 2017 SLF

Industry News • Feb 8, 2017 Tom Secaur Discusses Disruption at NICSA 2017 SLF

Steve Young Blogs on Risk-Denial in Operations

Industry News • Feb 6, 2017 Steve Young Blogs on Risk-Denial in Operations

SWIB's Hedge Fund Technology Program Featured in Institutional Investor

Industry News • Jan 31, 2017 SWIB's Hedge Fund Technology Program Featured in Institutional Investor

Times of Change: 2017 Outlook