Value proposition

We solve complex technology and operations challenges for the investment management industry.

With offices across North America and the UK, Citisoft partners with the world's leading asset management firms and service providers to create impactful and effective solutions to today’s complex business problems. Our sole focus is assessing, designing, and delivering results-oriented operations and technology change across the entire investment management process.

Investment Management, Technology Consulting, Business Consulting, Strategy, Operations Consulting, Wealth and Asset Management, Management Consulting, Strategic Advisory and Roadmap Development, Systems Integration and Technology, Operational Excellence, Outsourcing Transition, Program Management, Project Management, Systems Implementation, Data Architecture, Performance and Reporting, Data Management, Digital Assets, Alternative Assets, and Change Management