# APX client portal integration for RIAs

Source URL: https://cssisolutions.com/solutions/portal/integrations/apx-client-portal
Markdown mirror: https://cssisolutions.com/llms/solutions/portal/integrations/apx-client-portal.md
Category: Portal+ Integration
Last updated: 2026-04-20

APX can remain the accounting and reporting engine while Portal+ handles client-facing delivery, document access, and the dashboard layer between reporting cycles. The point is to close that gap cleanly.

## Key Points

- Keep APX in place for portfolio accounting and reporting
- Publish SSRS output into a secure client-facing vault
- Give clients and advisors a cleaner retrieval experience
- Reduce the manual handoff work after reports are generated

## What APX does well and what it does not solve

Context: The gap

APX is strong at portfolio accounting, reconciliation, and reporting. The friction usually shows up after the report is built: client retrieval, document history, permissions, and between-cycle visibility.
Portal+ is useful when the accounting side is already doing its job and the delivery side still feels patched together.

## The practical improvements firms are usually after

Context: Where it helps

- SSRS packages move into a controlled vault: That removes a lot of attachment-driven delivery work.
- Clients get a single retrieval path: The portal becomes the place they go back to instead of the inbox thread.
- Advisors can answer more questions without rerunning reports: Dashboard and vault access lighten the smaller operational asks.
- Permissions stop living in email habits: Role-based access is easier to manage than informal distribution patterns.

## How firms usually roll it out

Context: Implementation

- Pick the APX reporting package that matters most: Usually the one that drives the most resends or exceptions.
- Define the vault structure and role model: That keeps the client-facing layer organized from the start.
- Validate publishing and retrieval: Make sure the output lands correctly before you broaden the scope.
- Expand into more templates and dashboard views: Once the first package is steady, the rest moves faster.

## FAQs

### Do we need to replace APX?

No. Portal+ is typically layered onto APX, not used as a replacement for it.

### Can SSRS report packages be delivered through the portal?

Yes. That is one of the most common use cases.

### Does this change reconciliation in APX?

No. Reconciliation stays where it is. The portal handles the client-facing layer.

### Can dashboards help with between-cycle questions?

Yes. That is one of the main reasons firms add the portal layer on top of APX.

## Contact

- Request a Portal+ demo: https://cssisolutions.com/contact#portalDemo