
Release Notes November 2025
This update includes numerous enhancements to the user experience.
Celebrating 31 Years of Client Service in 2026
610-992-9287
Product Development Manager
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.

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...

This update includes numerous improvements to Data Extracts, enhancements to the user experience and bug fixes.

For the past 4 years, I’ve been leading the Product Development team at CSSI Solutions after spending time in...

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.

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.