Celebrating 31 Years of Client ServiceCelebrating 31 Years of Client Service in 2026
Call610-992-9287CSSI Services
Bring in a team that knows investment operations when you need more capacity, deeper system knowledge, or help moving difficult portfolio data.
Three service teams
Recurring operations
CSSI BackOffice works inside the recurring processes that keep portfolio data, reporting, and client operations moving. Use the team for overflow, specialist work, a transition gap, or an ongoing operating relationship.
Systems and reporting expertise
CSSI consultants handle APX, Axys, Moxy, SSRS, reporting, programming, integration, and process work that does not fit neatly inside a standard implementation or support contract.
Migration and data integrity
CSSI Data Services supports system conversions, acquired-book merges, historical restoration, cost basis, private equity transactions, and the feed work required to make the target system trustworthy.
Reporting work
Start with the step that is breaking down. Production belongs with BackOffice, missing output with Consulting, source data with Data Services, and client delivery with Portal+.
Recurring production
Reports need to be assembled, checked, and delivered every cycle
BackOfficeCustom output
The team needs a new Axys, APX, Moxy, or SSRS report
ConsultingBad source data
The report is wrong because history, classifications, or tax lots are wrong
Data ServicesClient delivery
The reports are ready, but delivery still creates extra work
Portal+Find your service
You do not need to know the CSSI department before starting the conversation.
Bring us the workload
Tell us what is late, unreliable, manual, or blocking the next system decision. We will route it to the right team.
