Celebrating 31 Years of Client ServiceCelebrating 31 Years of Client Service in 2026
Call610-992-9287CSSI Services
Add operating capacity, bring in specialist system knowledge, or move difficult portfolio data with a team that understands the investment operations around the technology.
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
The correct team depends on whether the problem is production capacity, custom report development, source data, or the client-facing delivery experience.
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 reporting exists, but the client experience and delivery process are dated
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.
