I have been working recently with a customer that is moving from Axys to Orion. This conversion is rather complex with how they do sleeves, complex billing tied to the sleeves, and of course the reporting that goes with this type of setup. With our intimate knowledge of their processes, we have been working through the conversion. Orion, impressed with our knowledge and capabilities, referred customers before the project was completed. I guarantee you CSSI will get the project done on time and on budget. Portfolio Management System vendors that recognize our integrity to the process and our customers by referring their customers is high praise indeed!!
To Learn More about CSSI's Data Services has assisted companies with their unique system moves.
Where CSSI can help
Related service paths
Advent APX and Axys data conversion
Extract, map, validate, and archive Advent history when your firm moves to a new platform.
Portfolio data migration services
Scope a conversion around account history, data mapping, reporting dependencies, and validation.
Portfolio reporting services
Review the reports and output your firm needs to preserve or adapt as its systems change.
