Client reporting, portals, and back office for investment firms
CSSI gives RIAs, broker-dealers, and investment firms modern client portals, automated reporting, cloud hosting, and daily reconciliation — built to work with the APX and Axys systems you already run.
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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 moreWho Do We Help?
We provide custom solutions to help firms at every stage of growth.
Small
Operations support without adding headcount.
Emerging advisors hand daily reconciliation, portfolio maintenance, and quarterly reporting to our BackOffice team, so client relationships get the time that operations used to take.
Mid
Scale reporting without replatforming.
Growing firms outgrow manual quarterly reporting and on-premise servers. We automate report packaging and delivery, host APX and Axys in our SOC 2 cloud, and keep SEC reporting on schedule.
Large
Custom integration for complex environments.
Established firms bring us the hard problems: custom APX and Axys development, data integration across systems, enterprise client portals, and reporting at the scale of thousands of accounts.
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...
Read MoreSEI Trust 3000 Reconciliation
For a number of years CSSI Solutions had provided reconciliation services to a SEI Trust 3000 customer who...
Read MoreBackOffice Competitor Selects CSSI for Cloud Hosting
Recently we onboarded a BackOffice competitor who works with PortfolioCenter into CSSI Solutions private cloud...
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.
