Mutual Funds

The mutual fund industry continues to be the largest pool of assets under management with close to $12 trillion. However, the industry is being confronted by increasing competition from other financial services sectors and growing investor awareness of attractive investment alternatives such as separate managed accounts, hedge funds and exchange traded funds. This trend will continue to put pressure on the mutual fund companies to enhance product and service offerings to remain competitive and to continue accumulating assets in a marketplace that now offers legitimate alternative investment options to investors. As a result, fund management companies continue to explore ways to increase operational efficiencies and client service capabilities.

Citisoft has extensive industry experience working with the leading mutual fund companies, providing strategic, operations and technology solutions across the spectrum of the mutual fund supply chain functions.

Our approach entails working closely with our clients to utilize the strengths of both organizations. The results of this approach are powerful working relationships focused on business results. We have a proven record of bringing together the right people, the appropriate technologies and the most useful methods and models to help our clients.