A customer using APX decided they were moving to Envestnet's Tamarac and needed a process to move their daily process to Tamarac. Using CSSI Solutions Trevport Utility, I had the Data Services Team configure Trevport to use the same data feeds, but output the data into a Tamarac acceptable format. This happened seamlessly in the new environment where they pull and process the data on a daily basis.
Trevport and our institutional knowledge of the data sources, processes, and portfolio management systems made this a very straightforward project.
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Where CSSI can help
Related service paths
APX reconciliation services
Support for reconciliation break cleanup, data hygiene, and close-period stability.
APX consulting services
Hands-on consulting for APX workflows, reporting issues, upgrades, and configuration cleanup.
Tamarac client portal integration
A Portal+ path for firms using Tamarac workflows and needing secure document delivery.
