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Creating an Equity Assets by Type report and a Cash Hold
Learn how to create two useful variations on the standard AUM, an Equity Assets by Type and a Cash Holdings Reports.
Jan 01, 2025
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Download APX and Axys reports, guides, templates, and other resources from CSSI Solutions.
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Resource library
Browse and download our collection of whitepapers and guides for Axys® and APX® users.
Showing 10 of 13 downloads
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How To Create a Group of Composites
This article shows steps for creating a group of composites in Axys.
Jan 01, 2025
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Solving the cli-prf-pbf Name Problem
Learn how to detect differences in the Name fields in cli/grp files versus those in prf/pbf files.
Jan 01, 2025
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How to Combine Reports into a Package – Free!
In this article, you will learn how to combine several Axys reports together into a single Axys report.
Jan 01, 2025
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How To Identify Missing Cost Information
Learn how to create a report to identify transactions with missing cost information.
Jan 01, 2025
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Accessing Cli PortCodes Within Groups
This article will teach you two more tips and tricks regarding reports and group & cli files.
Jan 01, 2025
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How To Exclude A Security From Billing
This article shows you how to modify the fee statement with the appropriate code to exclude a security from billing.
Jan 01, 2025
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How to Add Portfolio Code to Axys Reports
This article walks you through the process of adding a portfolio code to the Assets Under Management report.
Jan 01, 2025
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How Do You Handle Balanced Funds
This explains how to classify balanced mutual funds in your security file for correct asset allocation reflection.
Jan 01, 2025
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How To Create an Assets Under Management By Sector Report
Learn how to modify the standard Assets Under Management report so that it displays a column for each sector.
Jan 01, 2025
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