The CSSI report library
A better report may already exist.
CSSI shares free Replang reports with Axys and APX users. They come from the same practical reporting work our team has done with investment firms for decades.
Reports are accessed through Portal+. CSSI will confirm your account after registration.
Why the library exists
Reporting work often starts with a small question that turns into an afternoon.
Axys and APX include extensive reporting tools. Every firm still develops its own way of grouping accounts, checking data, presenting performance, and preparing client output.
A report writer can spend hours rebuilding logic that another experienced user has already worked through. CSSI began sharing reports so firms could begin with something tested and useful.
Some reports solve the job immediately. Others reveal the right structure for a firm-specific version. Both outcomes save time and make the next decision clearer.
Questions we hear
The library is for the moment when you know the output is possible.
Can this report group the data differently?
Is there a cleaner way to see missing cost information?
How can several Axys reports become one package?
Can a standard report show the portfolio detail our team needs?
Has someone already written the logic for this?
What you will find
Working ideas for the systems your firm already uses.
The collection centers on Replang reports for SS&C Advent Axys and APX. It sits alongside CSSI's guides on report packages, portfolio codes, billing, classifications, and other reporting details.
Each resource reflects a problem encountered in real reporting work. You can use it, study it, or compare its approach with the way your own environment is configured.
Explore the resource libraryA note before using any report
Axys and APX environments vary. Versions, custom fields, data structures, and local reporting conventions can affect the result. Review the logic and test the output with your own data before adding a report to a production workflow.
Getting access
Registration opens the door to the report library.
The form asks about your firm and the portfolio system you use. CSSI reviews the request, confirms your account, and sends the information needed to sign in to Portal+.
There is no purchase required for the free reports.
Register for accessQuestions
A few details before you go.
What are CSSI's free web reports?+
They are free Replang reporting resources for investment firms using SS&C Advent Axys or APX. CSSI makes the reports available through Portal+ after registration.
Who are the reports for?+
They are intended for operations, reporting, and technology teams at investment advisory firms that use Axys or APX.
How do I get access?+
Complete the CSSI registration form. CSSI will follow up to confirm your account and provide access through Portal+.
Are they really free?+
Yes. There is no purchase required. Registration gives CSSI the information needed to set up access to the hosted report library.
