Software, reporting, and operational support for investment firms
CSSI helps RIAs, broker-dealers, and investment firms with client portals, APX and Axys consulting, cloud hosting, reconciliation, reporting, and data services.
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Trusted for
31 Years
Peace of Mind, Backed by SOC 2 Compliance
Whether it's Portal+, BackOffice, or Cloud Hosting - we're serious about keeping your data secure and our 7 years of SOC 2 certification shows it.
Portal+ client and advisor portal
Portal+ gives advisory firms a client portal, advisor portal, secure document vault, and reporting workspace in one place. Advisors can review books of business without logging into the portfolio management system, and clients get a cleaner reporting experience.
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What CSSI actually helps with
CSSI works with investment firms that need help with reporting, reconciliation, cloud hosting, consulting, and data work around APX, Axys, Moxy, and related systems.
BackOffice
Reconciliation, reporting support, trade workflows, corporate actions, and operational cleanup.
Learn moreCloud Hosting
Managed hosting for APX, Axys, Moxy, QuickBooks, and broader investment firm infrastructure.
Learn moreConsulting
APX, Axys, Moxy, SSRS reporting, system integration, and financial technology consulting.
Learn moreData Services
Data migration, system merges, cost basis work, and portfolio management data support.
Learn moreWhere most search intent is going
These are the pages that line up most closely with the terms firms are likely to search when they already know the problem they need solved.
Who Do We Help?
We provide custom solutions to help firms at every stage of growth.
Small
Tailored solutions for emerging advisors.
We assist growing advisors with operations and allow them to focus on building their business.
Mid
Scalable solutions for growing firms.
We help mid-sized businesses manage SEC reporting and stay compliant with regulatory requirements.
Large
Enterprise solutions for established organizations.
We guide large firms on the challenges of scale, productivity, distribution, and integration to meet their complex needs.
Latest Insights
Stay up to date with the latest insights, tips, and industry news from CSSI Solutions.
🚀 CSSI Solutions Launches New YouTube Channel!
We’re excited to announce the launch of our new YouTube channel designed to support our customers using CSSI’s...
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CSSI Archiving Services
Did you know that when you sell your firm, you may need to keep books and records for a time unless...
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SEI Trust 3000 Reconciliation
For a number of years CSSI Solutions had provided reconciliation services to a SEI Trust 3000 customer who...
Read MoreAbout CSSI Solutions
CSSI Solutions provides integrated financial technology, reporting, and operational support for investment advisors, broker‑dealers, and enterprise financial firms. With over three decades of experience supporting firms at every stage of growth, CSSI helps organizations streamline operations, manage complex data environments, and deliver clear, actionable reporting to advisors and end clients.
At the core of CSSI's platform is Portal+, a secure advisor and client reporting portal that brings portfolio data, performance reporting, and data visualization into a single, configurable experience. Portal+ enables advisors and operations teams to access critical information without logging into multiple portfolio management systems, improving efficiency while maintaining data integrity and security.
In addition to Portal+, CSSI offers BackOffice services, cloud hosting, data services, and technology consulting designed to support regulatory compliance, operational scale, and system integration. CSSI works with both modern and legacy systems, helping firms maximize existing technology investments while preparing for future growth.
From growing advisory practices to large enterprise organizations, CSSI Solutions partners with firms to solve real operational challenges; reducing manual processes, improving data reliability, and supporting informed decision‑making across the organization.
