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Diane Herrera

Diane Herrera

President & Manager of Consulting

Diane Herrera is the president and founder of CSSI. Ms. Herrera is a Phi Beta Kappa graduate of Baylor University, holding a Bachelor's and Master's degree in Mathematics. Prior to launching CSSI, Ms. Herrera worked as a management consultant for Coopers and Lybrand, with a primary focus on banking software systems. From Coopers and Lybrand, she joined IBM. During her years at IBM, she worked on technical training and product support for the company's Executive Management System software. Diane is a frequent speaker at Advent software user group meetings and at such conferences as Schwab, Lightport, FiServ, Advent and Ashland. In addition to writing numerous articles on custom reporting and programming hints and tips, Ms. Herrera is a co-author of "Born to Stand Out: Tips to Becoming an Excellent Computer Consultant".

Insights by Diane Herrera15 posts

CSSI long time customer moves to Orion
Consulting

CSSI long time customer moves to Orion

I have been working recently with a customer that is moving from Axys to Orion.

Oct 01, 2025
CSSI converting historical APX data to Tamarac
About UsBackOffice

CSSI converting historical APX data to Tamarac

Over the last few years, I have led a number of projects for a customer where CSSI converted their data for...

Sep 03, 2025
Creating an Equity Assets by Type report and a Cash Hold
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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
How To Create a Group of Composites
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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
Solving the cli-prf-pbf Name Problem
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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
How to Combine Reports into a Package – Free!
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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
How To Identify Missing Cost Information
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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
Accessing Cli PortCodes Within Groups
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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
How To Exclude A Security From Billing
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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
How to Add Portfolio Code to Axys Reports
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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
How Do You Handle Balanced Funds
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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
How To Create an Assets Under Management By Sector Report
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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
Modify Portfolio Group Sort
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Modify Portfolio Group Sort

This article teaches you how to add hyperlinks to your Report Writer Pro reports.

Jan 01, 2025
How To Add Hyperlinks to Reports
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How To Add Hyperlinks to Reports

This article teaches you how to add hyperlinks to your Report Writer Pro reports.

Jan 01, 2025
Tips for Getting the Most (Speed) Out of Your Axys System
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Tips for Getting the Most (Speed) Out of Your Axys System

This article contains some tips that will help you configure things to get maximum speed out of your Axys system.

Jan 01, 2025