Daily operations
CSSI BackOffice
Keep the daily work moving without carrying it all in-house.
Since 2004, CSSI has supported financial advisory firms with reconciliation, trade support, reporting workflows, corporate actions, and daily operational cleanup. Use us for overflow, specialized work, or a long-term operating partnership.
- Daily reconciliation and processing
- Performance, composites, and GIPS support
- Client reporting and invoicing operations
- Partnership accounting support
Service overview
Experienced operators inside your daily workflow
Expert support for your investment operations.
With experience across Advent Axys and APX, Black Diamond, PortfolioCenter, Tamarac, Orion, and more, CSSI can provide temporary, specialized, or permanent support without forcing your team into a new operating model.
Our BackOffice team works remotely through encrypted connectivity, helping your business maintain continuity while keeping client data secure in your environment.
Operational coverage
Bring us the work that is creating pressure
Start with one recurring process, a specialist gap, or a broader operating partnership. The scope can expand or contract with the workload.
Performance
Client delivery
Fund operations
Partnership Accounting
Ongoing fund accounting, statements of capital, K-1 preparation, and audit assistance.
Questions before you scope it?
See how transitions, pricing, security, and coverage work.
Common service paths
Start where the pressure is landing.
BackOffice Insights
Stay up to date with the latest insights and updates related to this topic.
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Your next operating move
Need help with reconciliation or back-office workload?
CSSI can help with operational support, cleanup work, and steadier reporting workflows.
