Financial technology, reporting, and operational support for investment firms.
CSSI helps investment firms fix reporting and operational problems while keeping the portfolio systems they already trust.
Trusted for
31 Years
SOC 2 controls across CSSI services
CSSI has maintained SOC 2 certification for 7 years across Portal+, BackOffice, and Cloud Hosting.
A secure client reporting portal that works with your existing portfolio system.
Give clients and advisors one secure place to retrieve reports and documents. Dashboards and account views stay available between reporting periods while your portfolio system keeps doing its job.
Explore Portal+
Investment operations and technology services for the work your team cannot leave unfinished.
Bring CSSI the work that keeps pulling your people away from clients: daily processing, system problems, or a difficult data project.
Latest Insights
Stay up to date with the latest insights, tips, and industry news from CSSI Solutions.
New Account Processes
CSSI Solutions had been providing daily reconciliation, among a list of...
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They Used Axys for 25 Years. They Didn't Want to Leave It.
How a long-only equity manager cut quarterly reporting from days to minutes with CSSI Portal+ while keeping Advent Axys.
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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 has worked inside investment operations since 1995. The team supports the systems that produce client reports and the daily work required to keep those reports accurate.
Portal+ gives clients and advisors a secure place to retrieve reports, review portfolio information, and find older documents. It works with established portfolio accounting systems, so firms can improve delivery without rebuilding the accounting process.
CSSI also provides recurring BackOffice support, managed cloud hosting, data conversion work, and hands-on system consulting. Engagements range from a single report problem to long-term operational support.
