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Citisoft, Inc.

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343 Congress Street
Boston, MA 02210-1213
About Citisoft, Inc.
  • Citisoft is a specialist consulting firm that focuses solely on investment management technology & operations. With a client base of more than 75% of the top 50 global asset managers, Citisoft is the leading strategic planning and business consulting service provider to the buy-side and its service providers.

    Established in 1986, Citisoft has the largest pool of investment management expertise of any consultancy. Citisoft combines analysis, planning and project management methodologies with expert knowledge of asset management business models, processes and technology. Citisoft has a high degree of specialization in areas including trade processing, client reporting, performance measurement, decision support, order management, middle office outsourcing, trade execution, transfer agency, and custody.
Competitors of Citisoft, Inc.
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    InteliClear is a flexible system designed specifically to meet a variety of needs for the Wall Street brokerage community. InteliClear was developed to provide an efficient trade processing lifecycle. Its architecture incorporates years of technology expertise and operations know-how making...
Products by Citisoft, Inc.
  • Strategic Technology and Operations Assessment

    Citisoft is a leader in providing strategic planning and design services for global asset managers. Citisoft clients have found tremendous value in developing comprehensive technology and operations infrastructures with Citisoft’s guidance in order to position themselves for growth and change.... Read more