Celebrating 31 Years of Client Service in 2026

Release Notes March 2025

March 31, 2025

Connect with CSSI

Follow CSSI Solutions on LinkedIn for updates on Portal+, reporting workflows, cloud hosting, APX and Axys support, and investment operations.

Feature Updates

Updated Bulk Zip uploads page with a progress bar for viewing load status.
Migrated Data Management from Admin Settings to new Data dropdown menu.
Migrated Data File Mappings from Admin Settings to new Data dropdown menu
Added a Description column to Data Exports.
Optimized the Web reports page with improved column width spacing.

Bug Fixes

Removed duplicated MFA button in the invite user dialog.
Added patch for intermittent issues with deleting Data Exports.
Revised width of several Packager dropdown menu items for easier viewing of choices.

Related CSSI service paths

Investment client reporting portal

Secure report packages, document vault access, dashboards, and repeatable client delivery workflows.

Secure document vault for RIAs

A controlled client document retrieval workflow for firms moving sensitive files out of email.

Business Areas

Patch NotesPortal

If this insight points to a bigger project

When the issue here turns into a real delivery, reporting, or infrastructure decision, the Portal+ overview page is the best place to keep going before you talk with us.