Financial advisor software and investment platforms
Compare portfolio management software, accounting, trading, planning, and client delivery against the work your firm needs to change.
Review the requirements
CSSI Consulting
APX, Axys, Moxy, and investment technology consulting.
CSSI has worked with investment firms since 1997. Our consultants work directly in APX, Axys, SSRS, and Moxy, then fix the reporting and operational problems around them.
- Axys and APX workflow consulting
- Custom SSRS reporting
- Moxy reports, extracts, and calculators
- System integration and process review
How the work moves
From a broken handoff to a documented process
- 01
Current workflow
How the work moves today
- 02
Diagnose
The breaks and workarounds found
- 03
Fix
Integrations, reports, and configuration
- 04
Document
A process your team can run
Plan the work
Choose the workflow your firm needs to improve
Use a requirements checklist and a representative example to prepare for a defined CSSI project.
Portfolio accounting software selection and migration
Evaluate investment accounting software using historical records, source calculations, reports, and the first operating close.
Review the requirementsWealth management software for reporting and operations
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Review the requirementsFinancial advisor CRM and portfolio data
Define client, household, and account relationships across CRM, portfolio accounting, reporting, and secure delivery.
Review the requirementsEvaluate a cloud investment management platform
Compare cloud investment software and managed portfolio-system hosting by application scope, migration, reporting, access, and support.
Review the requirementsConsulting overview
Specialists for the work between the systems
CSSI consulting covers the reporting, programming, integration, cleanup, and process work that usually falls outside a normal software implementation.
Fix the manual work between reconciliation and reporting
Our consulting group helps firms improve the full process from reconciliation through quarterly reporting. That includes APX consulting, Axys and APX reporting, SSRS development, Moxy workflows, programming, data cleanup, interfaces, extracts, system integration, and detailed process reviews.
Practical consulting work
Bring us the step your team keeps working around
Data-cleanup utilities
Address recurring cleanup work before it reaches reconciliation or reporting. Identify the records, correction rules, and checks the utility needs.
Interfaces and extracts
Connect a source system to the file or downstream application that needs its data. Define the fields, formats, and handoff requirements.
Process reviews and automation
Trace repeated downloads, formatting, and reporting steps to identify where programming or a clearer process can reduce manual work.
Report adaptation and development
Check existing report options, then adapt or develop the output your firm needs. Start with one report or process; related services can be scoped together when useful.
Explore portfolio reporting services or browse the report resource library for a starting point.
Consulting disciplines
Start with the work that needs to be done
Choose the system or reporting discipline closest to the problem. Each path leads to the full scope, process, and supporting resources.
Why CSSI
Experience that shortens the path to a working answer
Industry expertise
Decades of experience with financial technology and portfolio systems.
Custom solutions
Work shaped around the firm's actual systems, constraints, and operating model.
Workflow cleanup
Practical changes that remove manual work and make the process easier to repeat.
Implementation support
Hands-on help from planning and requirements through delivery and testing.
Axys and APX
Get more from the portfolio system you already use
Get more reliable work from your Advent portfolio systems
CSSI has worked with more than 1,000 firms to improve processes around Axys and APX. Our consultants combine process analysis, report writing, programming, quarterly reporting, and reconciliation experience to solve work that crosses system boundaries.
How we help
From process review to working implementation
Process Automation
Replace repeated handoffs and spreadsheet steps with a process the team can rerun.
Data Clean-Up
Develop utilities that cleanse data and support ongoing quality.
Custom Interfaces
Build specialized interfaces and data extracts.
Custom Reports
Design reporting output around specific business needs.
Process Reviews
Analyze the current workflow and identify unnecessary effort or risk.
System Integration
Connect Axys or APX with the other systems the firm relies on.
Working process
A consulting engagement has clear decision points
Initial consultation
Contact CSSI with a description of the process you would like to improve.
Project assessment
CSSI responds with a quote or focused questions about the work.
Agreement
The engagement is documented and contracts formalize the consulting arrangement.
Implementation
Work is scheduled; typical delivery or service start is within 15 to 20 business days.
Resources
Axys and APX consulting guides
APX Consulting Guide
Preview the guide here or save a copy for your team.
Axys Consulting Guide
Preview the guide here or save a copy for your team.
Axys and APX reporting
Custom reports built around the decision or delivery
Hundreds of reports, built for real portfolio workflows
CSSI supports APX reporting, report packages, SSRS projects, and custom Axys or APX output. If your firm needs a report that is not listed, ask us. We may already have a working starting point.
Report categories
Four common reporting needs
Custom Quarterly Report Packages
Client-facing packages designed for a repeatable quarterly reporting cycle.
Custom Management Reports
Analytics and KPIs for portfolio managers, operations teams, and executives.
Custom Billing Reports
Billing output designed to support accurate and efficient revenue operations.
Custom Operations Reports
Specialized views that support recurring operational review and exception handling.
Reporting process
From mock-up to tested report
Send CSSI a mock-up and description of the report you need.
CSSI responds with a quote or focused questions about the report.
After quote acceptance, CSSI provides a statement of work with scope and cost.
Programming begins after the signed agreement is received.
Most reports are delivered for customer testing within 10 to 15 business days.
Reports include a 90-day warranty beginning on the initial delivery date.
Optional annual maintenance is available and may be required for complex reports.
Moxy consulting
Reporting and workflow support for the trading desk
Experienced help for Moxy users
For more than 10 years, CSSI has helped investment firms develop Moxy Crystal and SSRS reports, extracts, calculators, interfaces, and workflows so teams can get more from the system they already use.
What we build
Custom work around the Moxy environment
Custom Management Reports
Portfolio and trading analytics for firm management.
Report Writing
Custom report development for trading-system requirements.
Process Analysis
Review trading workflows and remove unnecessary steps.
Data Clean-Up
Resolution of data inconsistencies and validation problems.
Custom Interfaces
Move data between systems without asking staff to rekey or reformat it.
System Integration
Connections between Moxy and other portfolio systems.
Working process
Moxy projects start with the trading workflow
Send an initial description, mock-up, file specification, or calculation.
CSSI responds with a quote or questions about the report or extract.
Once requirements are understood, CSSI provides a quote.
After acceptance, CSSI sends a statement of work with scope and cost.
Work is scheduled after signature; typical delivery is within 20 to 25 business days.
Resources
Moxy consulting guide
Moxy Consulting Guide
Preview the guide here or save a copy for your team.
SSRS reporting
Reports built for the required data and layout
Advanced reporting with SQL Server Reporting Services
CSSI develops new SSRS reports and updates existing output. Our Axys and APX experience carries directly into APX SSRS reporting and package projects that make client reporting easier to run and trust.
What experience changes
Guidance, speed, and flexibility
Providing Guidance
Navigate SSRS implementation and design decisions with experienced support.
Working Efficiently
Use established reporting knowledge to develop and implement solutions faster.
Being Flexible
Adapt the approach to the firm's data, workflow, and presentation requirements.
Report library
Views CSSI has created and customized
The SSRS group works with firms to create or update the look they want in client reporting packages.
Household Overview Report
Consolidated reporting across client accounts.
Portfolio Overview Report
Portfolio allocation and performance in one view.
Performance Overview Report
Detailed investment performance metrics.
Equity Overview Report
Equity positions, allocation, and performance.
Fixed Income Overview Report
Bond portfolio analysis and income projections.
Risk Overview Report
Portfolio risk metrics and exposure analysis.
Other Custom Reports
Reporting output designed for a specific client or operating need.
Working process
SSRS work starts with the required output
Send an initial description or mock-up of the report you need.
CSSI responds with a quote or questions about the report and workflow.
After quote acceptance, CSSI provides a statement of work with scope and cost.
The work is scheduled after the signed agreement is received.
Typical delivery is within 20 to 25 business days.
Resources
SSRS reporting guide
SSRS Reporting Guide
Preview the guide here or save a copy for your team.
Common consulting paths
Which investment technology specialist does your project need?
APX consulting services
Configuration, workflows, automation, and system-specific implementation work.
SSRS reportingCustom reports, client packages, and reporting views that are still being finished by hand.
Moxy consultingTrading workflows, extracts, calculators, reports, and integration.
Financial technology consultingBroader technology and process decisions that cross multiple systems.
Consulting services
Every consulting service and software guide
- APX Consulting Services
- Axys to APX Migration
- Financial Technology Consulting for RIAs
- Moxy Trading System Consulting
- SSRS Reporting
- Financial advisor software and investment platforms
- Portfolio accounting software selection and migration
- Wealth management software for reporting and operations
- Financial advisor CRM and portfolio data
- Evaluate a cloud investment management platform
Consulting Insights
Stay up to date with the latest insights and updates related to this topic.
ConsultingData Services
Portfolio Management System Conversions: Three Costly Mistakes to Avoid
Moving to a new portfolio management system or merging two firms? See how RIAs and wealth managers protect their value, and their clients, during the move.
Jul 15, 2026
PortalConsulting
They Used Axys for 25 Years. They Didn't Want to Leave It.
How a long-only equity manager cut quarterly reporting from days to minutes with CSSI Portal+ while keeping Advent Axys.
Jun 01, 2026
Consulting
CSSI long time customer moves to Orion
I have been working recently with a customer that is moving from Axys to Orion.
Oct 01, 2025
Bring us the difficult part
Need help with APX, reporting, or SSRS?
Tell CSSI where the workflow is breaking down and we can help identify the right consulting path.
