Strategic Technology and Operations Assessment

Available from Citisoft, Inc.

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. The combination of Citisoft’s proven experience performing strategic assessments, in combination with our collective depth of investment management systems experience, creates tangible value for our clients.

Citisoft’s proven methodology encompasses:
1.Assessment of an organization’s current state technology and/or operations

2.Development of future state technology and operational options and decision on the proper path for each client situation

3.Creation of a tailored roadmap to achieve the desired future state including a portfolio of prioritized initiatives

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