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Moving to a new portfolio management system or merging two firms? See how RIAs and wealth managers protect their value, and their clients, during the move.
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Moving to a new portfolio management system or merging two firms? See how RIAs and wealth managers protect their value, and their clients, during the move.
How a long-only equity manager cut quarterly reporting from days to minutes with CSSI Portal+ while keeping Advent Axys.
CSSI Solutions had been providing daily reconciliation, among a list of...
We’re excited to announce the launch of our new YouTube channel designed to support our customers using CSSI’s...
Did you know that when you sell your firm, you may need to keep books and records for a time unless...
For a number of years CSSI Solutions had provided reconciliation services to a SEI Trust 3000 customer who...
New integration enhances CyGem and Portal+ with modern financial planning capabilities for new and breakaway advisors
As times change CSSI Solutions changes with them. I remember when I first got into IT and...
A customer using APX decided they were moving to Tamarac and needed the process to move to Tamarac.
Over the last year as Moxy went through an upgrade cycle CSSI was contacted by a number of customers to...
This update includes numerous enhancements to the user experience.
Ever stared at a dashboard and thought, “What am I even looking at?” I definitely have...
I recently had a company contact me that no longer wanted...
I have been working recently with a customer that is moving from Axys to Orion.
This update includes numerous improvements to Data Extracts, enhancements to the user experience and bug fixes.
Over the years I have completed hundreds of SSRS reports with all types of customers...
For the past 4 years, I’ve been leading the Product Development team at CSSI Solutions after spending time in...
Recently we onboarded a BackOffice competitor who works with PortfolioCenter into CSSI Solutions private cloud...
It's nice to share a quick testimonial from a longtime client about how our reconciliation services at CSSI bridged...
Over the last few years, I have led a number of projects for a customer where CSSI converted their data for...
In 2005, CSSI delivered a data conversion for a client moving from PortfolioCenter to Axys...
Back in 1995, at the dawn of the internet era, we called InterNIC to register our domain.
This update includes multiple Quality of Life enhancements, as well as small bug fixes to the UI.
This update includes multiple Quality of Life enhancements, as well as bug fixes for a couple of standard reports.
This update includes multiple Quality of Life enhancements, as well as small bug fixes for the User Interface.
These updates include multiple feature enhancements, quality of life improvements to the User Interface, and bug fixes.
This month’s release includes quality of life updates to the User Interface.
Learn how to create two useful variations on the standard AUM, an Equity Assets by Type and a Cash Holdings Reports.
This article shows steps for creating a group of composites in Axys.
Learn how to detect differences in the Name fields in cli/grp files versus those in prf/pbf files.
In this article, you will learn how to combine several Axys reports together into a single Axys report.
Learn how to create a report to identify transactions with missing cost information.
This article will teach you two more tips and tricks regarding reports and group & cli files.
This article shows you how to modify the fee statement with the appropriate code to exclude a security from billing.
This article walks you through the process of adding a portfolio code to the Assets Under Management report.
This explains how to classify balanced mutual funds in your security file for correct asset allocation reflection.
Learn how to modify the standard Assets Under Management report so that it displays a column for each sector.
This article teaches you how to add hyperlinks to your Report Writer Pro reports.
This article teaches you how to add hyperlinks to your Report Writer Pro reports.
This article contains some tips that will help you configure things to get maximum speed out of your Axys system.
This month’s release includes small additions to the Data Visualizations, as well as improvements to the User Interface.
This month’s release includes a new feature, a Node.js front-end upgrade to site architecture, and fixes to the UI.
This update features the new Report Grid, a refresh for the Widgets and QOL update to Permissions in the Document Vault.
This update features the new Report Grid, a refresh for the Widgets and QOL update to Permissions in the Document Vault.
This update contains improvements to Template mode in Packager, Home page templates, and Widgets.
New Standard SSRS report is available. A new Widgets feature. New setting to display closed dates on the Household list.
Two new Standard SSRS reports are now available. Added quality of life improvements to the User Interface.
Two new Standard SSRS reports are now available.
Two new Standard SSRS reports are now available.
New My Profile screen, including permission and rules, added. Updated fonts within dropdown menus.
Report row shading. Fixed Income Cash Flows update. UI updates such as improved page rendering and new font styles.
New parameter to SSRS reports for Unsupervised Assets. Standardized shading across SSRS reports. New portal UI updates.
This update includes multiple UI improvements and bug fixes.
This update includes performance optimization, bug fixes, and enhancements to one SSRS Report.
