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CSSI Insights Author
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".
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.
I have been working recently with a customer that is moving from Axys to Orion.
Over the last few years, I have led a number of projects for a customer where CSSI converted their data for...
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.
