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SEI Trust 3000 Reconciliation

For a number of years CSSI Solutions had provided reconciliation services to a SEI Trust 3000 customer who...

January 21, 2026James KippBy James Kipp
Insight

For a number of years CSSI Solutions had provided reconciliation services to a SEI Trust 3000 customer who used Advents ACD and Axys to gather, translate, and reconcile the Trust 3000 system to the Axys on a monthly basis.  At one point the customer brought it inhouse.  Recently they decided to move this process to CSSI's CyGem Platform that utilizes CSSI data feeds, CyGem's reconciliation capabilities, and Portal's custom reporting features.  This has allowed them to cut the overall cost and allow the team to concentrate on other work as my Team has taken over the process.

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