# CSSI Solutions

> CSSI Solutions provides financial technology, reporting, and operational support for investment advisors, broker-dealers, and enterprise financial firms.

## Company Overview

- Founded: 1995
- Location: 901 East 8th Ave, Suite 205, King of Prussia, PA 19406
- Phone: 610-992-9287
- SOC 2 Certified (since 2019)
- Website: https://cssisolutions.com

## Solutions

### Portal+
Secure advisor and client reporting portal for report delivery, document access, dashboard views, and advisor visibility. Portal+ can sit beside portfolio accounting and reporting systems such as APX, Axys, SSRS, and related workflows.

- Portal+ Login: https://client-portal.cssi.org/
- Learn more: https://cssisolutions.com/solutions/portal
- Client reporting portal: https://cssisolutions.com/solutions/portal/client-reporting-portal

### Portfolio Reporting
Reporting workflow support around Axys, APX, SSRS reports, report packaging, Portal+, and recurring client delivery. Useful when quarterly reporting depends on manual cleanup, package checks, data pulls, or delivery steps that are hard to repeat.

- Portfolio reporting services: https://cssisolutions.com/services/portfolio-reporting
- Quarterly client reporting workflow: https://cssisolutions.com/insights/quarterly-client-reporting-workflow-for-rias
- APX SSRS reporting support: https://cssisolutions.com/services/backoffice/apx-ssrs-reporting
- SSRS reporting for financial services: https://cssisolutions.com/services/consulting/ssrs-reporting-financial-services

### Cloud Hosting
Managed cloud hosting for financial software including SS&C Axys, APX, Moxy, and QuickBooks. Offers full enterprise cloud environments, application-specific hosting, and single-user deployments.

- Learn more: https://cssisolutions.com/solutions/cloud-hosting

### SS&C Advent Software Upgrades
Axys, APX, and Moxy support for investment firms dealing with upgrades, reporting issues, data work, hosting, or migration planning.

- Learn more: https://cssisolutions.com/solutions/advent-upgrades

### Utilities
Enhancement utilities for investment management systems including QuickBooks utility, Carve-Out utility, and Trade Extract utility.

- Learn more: https://cssisolutions.com/solutions/utilities

## Services

### BackOffice
Back-office services for financial advisory firms. Services include data management, corporate actions processing, trade settlement and reconciliation, reporting support, and custom automation.

- Learn more: https://cssisolutions.com/services/backoffice

### Consulting
Consulting for portfolio management systems and operations. Covers Axys/APX consulting, custom SSRS reporting, Moxy workflow support, integration work, and process cleanup.

- Learn more: https://cssisolutions.com/services/consulting

### Data Services
Data management and integration solutions including system migration and data conversion, data merging and integration, cost basis management, and private equity transaction setup.

- Learn more: https://cssisolutions.com/services/data-services

## Target Markets

- **Small Firms**: Tailored solutions for emerging advisors
- **Mid-Sized Firms**: Scalable solutions for growing firms with regulatory compliance needs
- **Large/Enterprise Firms**: Enterprise solutions for established organizations

## Key Pages

- About Us: https://cssisolutions.com/about-us
- Portfolio Reporting Services: https://cssisolutions.com/services/portfolio-reporting
- Client Reporting Portal: https://cssisolutions.com/solutions/portal/client-reporting-portal
- APX SSRS Reporting Support: https://cssisolutions.com/services/backoffice/apx-ssrs-reporting
- SSRS Reporting for Financial Services: https://cssisolutions.com/services/consulting/ssrs-reporting-financial-services
- Quarterly Client Reporting Workflow: https://cssisolutions.com/insights/quarterly-client-reporting-workflow-for-rias
- Insights (Blog): https://cssisolutions.com/insights
- Downloads: https://cssisolutions.com/downloads
- Contact: https://cssisolutions.com/contact
- Register for Portal+: https://cssisolutions.com/register

## Contact

For inquiries, visit https://cssisolutions.com/contact or call 610-992-9287.

## Markdown Mirrors

Machine-readable markdown mirrors for priority commercial pages:

- Index: https://cssisolutions.com/llms/index.md
- Portfolio Reporting Services: https://cssisolutions.com/llms/services/portfolio-reporting.md
- Quarterly Client Reporting Workflow: https://cssisolutions.com/llms/insights/quarterly-client-reporting-workflow-for-rias.md
- APX SSRS Reporting Support: https://cssisolutions.com/llms/services/backoffice/apx-ssrs-reporting.md
- Client Reporting Portal: https://cssisolutions.com/llms/solutions/portal/client-reporting-portal.md
- Portal+ Overview: https://cssisolutions.com/llms/solutions/portal.md
- Cloud Hosting for Investment Advisory Firms: https://cssisolutions.com/llms/solutions/cloud-hosting/cloud-hosting-investment-advisory-firms.md
- Consulting Services: https://cssisolutions.com/llms/services/consulting.md