Wealth Management

Citisoft has provided consulting services to the wealth management industry since 1986 for initiatives such as data management, strategic reviews, systems selection, outsourcing projects and business process improvement. Our clients include private banks, family offices, stockbrokers, asset managers and service providers. Our consultants have many years of practical experience in the wealth management arena in both a business and IT capacity.

For further information, please see our Wealth Management Practice Fact Sheet or contact:

Neil Craddock (Europe)

Paul Migliore (North America)