Focused. Strategic. Pragmatic.

    We solve complex technology and operations challenges for the investment management industry, leveraging our deep consulting experience and 30-year history of project success.

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    You can’t chart a new course without the right partner at the helm.

    Your business is at a tipping point. You need to support sophisticated investment strategies but you’re anchored to siloed systems and inefficient processes. Whether you’ve investing in private placements, managing mutual funds, or doing it all, we can help you optimize your operations.

    Your business is at a tipping point. You need to support sophisticated investment strategies but you’re anchored to siloed systems and inefficient processes. Whether you’ve investing in private placements, managing mutual funds, or doing it all, we can help you optimize your operations.

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    Find out how we can help with your investments or business strategy.

    Traditional Investments

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    Traditional Investments

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    Traditional Investments

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    Transforming operations with leading edge technology

    The State of Wisconsin Investment Board undertook one of the industry’s most ambitious business transformation projects—shifting their operations to a new model and taking their technology stack to the leading edge. Learn how they envisioned and achieved their future state goals.

    Read the Case Study

    Interested in learning how Citisoft can help achieve your goals? Contact us to speak with the experts.

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