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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20 years

Average leadership tenure

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.

Leadership

The people you work with have been here for years.

CSSI's leaders average 20 years with the company.

Diane Herrera
President & Manager of Consulting
Since 1995
David Wyzynski
Principal & Director of IT & Cloud Operations
Since 2017
Trevor Keast
Principal & Data Services Manager
Since 2006
Dale Honabach
Principal & Manager of SSRS Reporting
Since 1999
Chris Cruz
Sales Manager
Since 2016
Mike Herrera
General Manager
Since 1995
Brooks Peterson
Product Development Manager
Since 2011
James Kipp
Back Office Manager
Since 2006

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.

Where we work

One company across four operating locations.

Teams collaborate across locations while clients work directly with the specialists responsible for delivery.

King of Prussia, PA

Headquarters

Louisville, KY

BackOffice services

Orlando, FL

Cloud hosting support

United Kingdom

International operations

CSSI leadership and specialists

Meet the people behind the work.

CSSI combines long-tenured system specialists, operating leaders, product builders, and client-facing experts. Explore each person’s background and the insight topics they cover.

President & Manager of Consulting

Diane Herrera

At CSSI since 1995 · 31 years

Financial technology consulting · APX and Axys workflows · Reporting strategy · RIA operations

Diane Herrera is the president and founder of CSSI. Ms. Herrera is a Phi Beta Kappa graduate of Baylor University, holding a Bachelor's and Master's degree in Mathematics. Prior to launching CSSI, Ms. Herrera worked as a management consultant for Coopers and Lybrand, with a primary focus on banking software systems. From Coopers and Lybrand, she joined IBM. During her years at IBM, she worked on technical training and product support for the company's Executive Management System software. Diane is a frequent speaker at Advent software user group meetings and at such conferences as Schwab, Lightport, FiServ, Advent and Ashland. In addition to writing numerous articles on custom reporting and programming hints and tips, Ms. Herrera is a co-author of "Born to Stand Out: Tips to Becoming an Excellent Computer Consultant".

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Principal & Director of IT & Cloud Operations

David Wyzynski

At CSSI since 2017 · 9 years

Cloud hosting · IT operations · Advent hosting · SOC 2-audited infrastructure

David Wyzynski joined CSSI in September of 2017 when he merged his cloud hosting company CyGem into CSSI. Currently David is responsible for managing CSSI Cloud Hosting business and overseeing the IT infrastructure for CSSI. David graduated from University of Akron with an MIS Degree in 2006. Prior to forming CyGem, David worked at Oak Associates an Akron investment firm where he worked in their IT Department. The relationships he made there were assistive to the future formation and success of CyGem. David enjoys residing in Orlando, Florida where it provides easy access to Disney.

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Principal & Data Services Manager

Trevor Keast

At CSSI since 2006 · 20 years

Data conversion · Advent Moxy · APX integrations · Data services

Trevor graduated from Oxford Brookes University in the United Kingdom in 2003 with a Bachelor of Science in Computer Science. He then went on to live and work in Tokyo, Japan for two years before obtaining his Master's degree in Computer Information Science from La Salle University, Philadelphia, PA in 2007. Trevor began working for CSSI as an intern in 2006, became a full time member of staff after graduating from his postgraduate degree, and currently heads the CSSI office in London, UK. He specializes in the custom development and integration of Advent Moxy®, Partner, and APX®. In his spare time Trevor is a keen beekeeper and enjoys spending time outside hiking, biking, and exploring the countryside.

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Principal & Manager of SSRS Reporting

Dale Honabach

At CSSI since 1999 · 26 years

SSRS reporting · APX reporting · Axys reporting · Custom report development

Dale is currently a Partner at CSSI as well as a Senior Consultant; specializing in custom Axys®/APX® report and process design/development. Dale handles all phases of client projects, from specification gathering and solution design through post deployment support. Dale joined CSSI in December 1999 and became a partner in 2008. A lifelong resident of Pennsylvania, Dale is a 1999 Cum Laude Graduate of Lock Haven University of Pennsylvania with a Bachelors of Science in Computer Science. Outside of work, Dale is an active Philadelphia sports fan and frequent visitor of Philadelphia's wide array of restaurants, taverns and pubs.

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Sales Manager

Chris Cruz

At CSSI since 2016 · 10 years

RIA needs assessment · Client reporting · Portal+ · Advisory firm workflows

Chris has worked in financial services for more than two decades, starting his career at TIAA-CREF in wealth management and eventually moving into technology sales supporting the asset management industry. He prides himself on getting a deep understanding of clients and providing solutions that work. Chris graduated with a Bachelors in English from the University of Texas at Austin in 1995. Chris is married with two children. He loves trying to keep up with them and hope to expose them to his many hobbies which include: photography, martial arts, fly fishing, and just about any outdoor activity you can think of.

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General Manager

Mike Herrera

At CSSI since 1995 · 31 years

Business operations · BackOffice services · RIA continuity · Operational support

Mike is responsible for the overall management of the day-to-day operations at CSSI. Mike started and led the BackOffice for its first 8 years before turning over the reins. In his current role he is also responsible for business development at CSSI. Mike holds a Bachelor's of Science in Business Administration with a concentration in Operations Management from California State University. Prior to joining CSSI in 1995, Mike was the Northeast Regional Sales Manager for Nestlé®, where his focus was on gourmet coffee. In his spare time Mike enjoys politics, economics, gaming, and watching sports. Mike is very involved with his church and enjoys being actively involved in their outreach program. He also serves on the Board of Directors of Prison Ministry named Chainbreakers that works with Juveniles and Adults during and after incarceration.

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Product Development Manager

Brooks Peterson

At CSSI since 2011 · 15 years

Portal+ · Client portals · Advisor workflows · Product development

Brooks oversees the Product Development team at CSSI, and has been with the company since 2011. He has worked in a variety of roles at CSSI, advancing from Back Office Consultant to Team Leader, before moving to the Development Group in 2020 as a Professional Services Consultant. Brooks now manages the Department, and is involved with all web development at the company, with a primary focus on Portal+. He graduated from the University of Miami with degrees in Finance and Business Management. Outside of work, Brooks enjoys spending time with his wife and daughter, fly fishing, snowboarding, watching Philadelphia sports teams, and cooking new dishes in the kitchen.

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Back Office Manager

James Kipp

At CSSI since 2006 · 20 years

BackOffice operations · Daily processing · Client onboarding · Operational continuity

James came to CSSI in 2006 after graduating from Lock Haven University with dual degrees in MIS & Accounting. Over the years James has steadily progressed through the roles of team member, Team Leader, and Senior Back Office Consultant to now have the pleasure of serving as the Back Office Manager. James is responsible for the internal and external day-to-day operations related to CSSI Back Office services such as: daily processing and onboarding, process development, project management, and employee management. As BOM, he is privileged to interact with many great firms and people. He believes that, by working hard and making the effort to do the right thing, together we can achieve great success. In his spare time you can find him working on house projects, on the golf course, or spending time with his wonderful wife and three sons.

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