# Back-office services for reconciliation and reporting

Source URL: https://cssisolutions.com/services/backoffice
Markdown mirror: https://cssisolutions.com/llms/services/backoffice.md
Category: BackOffice
Last updated: 2026-04-20

CSSI provides back-office services for investment firms, including reconciliation, reporting support, trade workflows, corporate actions, and operational cleanup.

## Offers

- Data management: Download and translate data, account setup, activity correction, posting, and reconciliation support.
- Corporate actions processing: Support for splits, spinoffs, mergers, income accruals, dividend reclassification, step-ups, and wash sales.
- Trade settlement and reconciliation: Operational help with market value reconciliation, cost basis reconciliation, and related close-period work.
- Automation and custom solutions: Macros, scripts, and programs to reduce recurring manual work in the back office.

## Best Fit

- Investment operations teams that need recurring reconciliation, reporting, or cleanup support
- Firms where operational workload has outgrown the internal team’s capacity
- Teams that want targeted operational relief without giving up control

## Not A Fit

- Teams looking for a broad generic BPO vendor with no investment-operations specialization
- Firms that only need a one-time technical project rather than recurring operational support
- Buyers expecting BackOffice to replace strategic consulting or software entirely

## Core Jobs To Be Done

- Keep reconciliation, reporting, and close work on track
- Reduce recurring operational drag from breaks, exceptions, and manual cleanup
- Stabilize daily investment-operations workflows during busy periods or transition windows

## Why Firms Switch

- Recurring breaks and cleanup work are eating too much staff time
- Reporting cycles feel fragile or deadline-driven every month or quarter
- Internal teams need overflow help without losing process visibility

## Related Queries And Use Cases

- back-office systems consulting
- apx reconciliation
- apx ssrs packaging
- axys migration

## Related Pages

- APX reconciliation: https://cssisolutions.com/services/backoffice/apx-reconciliation
- APX SSRS reporting: https://cssisolutions.com/services/backoffice/apx-ssrs-reporting
- Axys migration support: https://cssisolutions.com/services/backoffice/axys-migration