CSSI Solutions headquarters in King of Prussia, Pennsylvania

About CSSI Solutions

Investment technology experience grounded in the daily work.

Since 1995, CSSI has helped investment firms improve the systems, reporting, data, infrastructure, and recurring operations behind client reporting and delivery.

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1995

Founded

31 years

Client service

4 locations

United States and UK

How CSSI works

Specialists who stay close to the work.

CSSI was built around investment firms with real operating constraints.

Clients come to CSSI when a portfolio system, report, data project, infrastructure decision, or recurring operational process needs people who understand both the technology and the work around it.

Some relationships begin with a single report or conversion. Others grow into years of BackOffice, consulting, hosting, or product support. The common thread is practical involvement and direct access to people who can move the work forward.

Core values

The standard behind the service.

Excellence

Do careful work and hold the result to a professional standard.

Reliability

Be the team clients can count on when the work is recurring, urgent, or unusually complex.

Expertise

Bring deep system and operational knowledge to the problem instead of generic advice.

Partnership

Work inside the client’s reality and build relationships that last beyond one project.

Security

Treat access, data, and infrastructure with the discipline financial firms require.

Innovation

Build practical tools and processes when the standard path does not solve the problem.

Company history

Built one useful capability at a time.

CSSI expanded alongside the operational and technology needs clients brought to the firm.

1995
CSSI founded
CSSI began as a consulting firm specializing in Advent software and investment operations technology.
2004
BackOffice services
Recurring reconciliation, processing, and reporting support became a dedicated service line.
2005
Cloud hosting
CSSI added managed hosting for the financial applications clients depended on every day.
2015
Data services
The firm expanded its migration, integration, restoration, and reporting-data capabilities.
2020
Portal+
CSSI launched a secure client portal for report packages, documents, dashboards, and advisor access.
2026
31 years of service
CSSI continues to support investment firms across operations, consulting, products, infrastructure, and data.