Product UpdateNov 30, 2025
Release Notes November 2025
This update includes numerous enhancements to the user experience.
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CSSI Insights Author
Brooks Peterson
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.
Areas of focus
Portal+
Client portals
Advisor workflows
Product development
Related CSSI pages
Insights by Brooks Peterson
23 postsRead
Linkedin PostOct 22, 2025
Portal+ gets widgets
Ever stared at a dashboard and thought, “What am I even looking at?” I definitely have...
Patch NotesSep 30, 2025
Release Notes September 2025
This update includes numerous improvements to Data Extracts, enhancements to the user experience and bug fixes.
Linkedin PostSep 17, 2025
Portal+ up to 50 standard reports
For the past 4 years, I’ve been leading the Product Development team at CSSI Solutions after spending time in...
Product UpdateMay 31, 2025
Release Notes May 2025
This update includes multiple Quality of Life enhancements, as well as small bug fixes to the UI.
Feature AnnouncementApr 30, 2025
Release Notes April 2025
This update includes multiple Quality of Life enhancements, as well as bug fixes for a couple of standard reports.
Patch NotesMar 31, 2025
Release Notes March 2025
This update includes multiple Quality of Life enhancements, as well as small bug fixes for the User Interface.
Product UpdateFeb 28, 2025
Release Notes February 2025
These updates include multiple feature enhancements, quality of life improvements to the User Interface, and bug fixes.
Product UpdateJan 31, 2025
Release Notes January 2025
This month’s release includes quality of life updates to the User Interface.
Patch NotesDec 31, 2024
Release Notes December 2024
This month’s release includes small additions to the Data Visualizations, as well as improvements to the User Interface.
Product UpdateNov 30, 2024
Release Notes November 2024
This month’s release includes a new feature, a Node.js front-end upgrade to site architecture, and fixes to the UI.
Product UpdateOct 31, 2024
Release Notes October 2024
This update features the new Report Grid, a refresh for the Widgets and QOL update to Permissions in the Document Vault.
Feature AnnouncementSep 30, 2024
Release Notes September 2024
This update features the new Report Grid, a refresh for the Widgets and QOL update to Permissions in the Document Vault.
Product UpdateAug 31, 2024
Release Notes August 2024
This update contains improvements to Template mode in Packager, Home page templates, and Widgets.
Feature AnnouncementJun 30, 2024
Release Notes June 2024
New Standard SSRS report is available. A new Widgets feature. New setting to display closed dates on the Household list.
Product UpdateMay 31, 2024
Release Note May 2024
Two new Standard SSRS reports are now available. Added quality of life improvements to the User Interface.
Product UpdateApr 30, 2024
Release Note April 2024
Two new Standard SSRS reports are now available.
Product UpdateMar 31, 2024
Release Note March 2024
Two new Standard SSRS reports are now available.
Product UpdateFeb 29, 2024
Release Notes February 2024
New My Profile screen, including permission and rules, added. Updated fonts within dropdown menus.
Product UpdateJan 31, 2024
Releases Notes January 2024
Report row shading. Fixed Income Cash Flows update. UI updates such as improved page rendering and new font styles.
Product UpdateDec 31, 2023
Release Notes December 2023
New parameter to SSRS reports for Unsupervised Assets. Standardized shading across SSRS reports. New portal UI updates.
Product UpdateNov 30, 2023
Release Notes November 2023
This update includes multiple UI improvements and bug fixes.
Product UpdateOct 31, 2023
Release Notes October 2023
This update includes performance optimization, bug fixes, and enhancements to one SSRS Report.
