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
Service
Consulting Services
Since 1997, CSSI has been providing consulting services for all types of financial advisory firms. Our expertise in portfolio management systems and operations helps firms optimize their technology and processes.
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Consulting Overview
Expert technology solutions for investment advisory firms
Our Consulting group works with firms to optimize their entire process from reconciliation to quarterly reporting with their expertise in report writing, programming and process analysis. We assist firms by creating automated processes, data clean-up utilities, custom interfaces and extracts, reports, integrating systems and by providing detailed process reviews.
What Do CSSI's Consulting Services include?
💼Axys/APX Consulting
Expert guidance for Advent's portfolio management systems
📊Axys/APX Reporting
Custom report solutions to transform your data
🔄Moxy® Consulting
Trading system optimization and integration
📈SSRS Reporting
Advanced SQL Server Reporting Services solutions
Why Choose CSSI's Consulting Services?
Industry Expertise
Over 20 years of experience with financial technology systems
Custom Solutions
Tailored approaches to your firm's specific needs and challenges
Process Optimization
Streamline workflows and improve operational efficiency
Implementation Support
End-to-end assistance from planning to execution
Axys/APX Consulting
Optimize your investment in Advent's portfolio management systems
For more than 15 years CSSI has worked with over 1,000 unique firms to assist them to get the most out of their investment in their portfolio management system.
What is CSSI's Axys®/APX® Consulting?
CSSI's Consulting group works with firms to optimize their entire process through process analysis, report writing, programming and quarterly reporting and reconciliation.
CSSI assists firms by:
⚙️
Process Automation
Creating automated processes to increase efficiency and reduce manual work
🔍
Data Clean-Up
Developing utilities to cleanse and maintain data quality
🔄
Custom Interfaces
Building specialized interfaces and data extracts
📊
Custom Reports
Designing tailored reports to meet specific business needs
📝
Process Reviews
Providing detailed analysis of current workflows
🔌
System Integration
Connecting Axys/APX with other financial systems
How Does the Consulting Process Work?
1
Initial Consultation
Contact us with a description of the process you would like to improve and to learn more.
2
Project Assessment
CSSI will respond back with either a quote or questions related to the report.
3
Agreement
Sign contracts to formalize the consulting arrangement.
4
Implementation
Schedule the work to be completed – typical delivery or start of service will be within 15-20 business days.
Axys/APX Reporting
Custom reporting solutions for your needs
CSSI has written hundreds of custom reports for firms and offers dozens of downloadable reports for free to valid users of Axys®/APX®. If you don't find what you need, please email us. We might have it, but not yet on the website and can send it to you at no charge.
CSSI Delivers All Kinds of Reports
Client reporting projects fall into four categories:
📊
Custom Quarterly Report Packages
Comprehensive reporting solutions for client-facing quarterly updates
📈
Custom Management Reports
In-depth analytics and KPIs for portfolio managers and executives
💵
Custom Billing Reports
Tailored billing solutions to streamline revenue operations
⚙️
Custom Operations Reports
Specialized reports for daily operational efficiency
How Does the Process Work?
1
Contact us with a mock-up and description of the report you would like to have created.
2
CSSI will respond back with either a quote or questions related to the report.
3
Once the quote is accepted CSSI sends a statement of work that describes the work to be performed and details of cost.
4
When signed contract is received CSSI begins programming.
5
In most cases, we deliver the report to the customer for testing within 10 to 15 business days.
6
All reports are covered under a 90-day warranty beginning the day of initial delivery.
7
Annual Maintenance is optional (may be required for some very complex reports).
Moxy® Consulting
Expert consulting for Moxy® users
For 10+ years CSSI has worked with investment firms, both large and small, in developing new Moxy® Crystal and SSRS reports, extracts and custom calculators. CSSI's Consulting Group has leveraged their experience with Advent's Moxy® to help firms that are interested in maximizing their investment on their portfolio management system.
What is CSSI's Moxy® Consulting Services?
CSSI's Moxy® Consulting Service group works with firms to create custom reports, extracts, calculators and workflow so that companies can maximize the use of their Moxy® system.
CSSI has worked with firms creating and customizing:
📊
Custom Management Reports
Detailed portfolio and trading analytics for firm management
📝
Report Writing
Custom report development for trading systems
📈
Process Analysis
Evaluation and optimization of trading workflows
🧹
Data Clean-up
Resolving data inconsistencies and validation
🔄
Custom Interfaces
Specialized tools for streamlined system access
🔌
System Integration
Connecting Moxy® with other portfolio systems
How Does The Moxy® Consulting Services Process Work?
1
Contact us with an interest in learning more or send a mock-up, file description or calculations for the extract or report you would like created.
2
CSSI will respond back with either a quote or questions related to the report.
3
Once we understand the requirements, we will provide a quote.
4
Once the quote is accepted CSSI sends a statement of work that describes the work to be performed and details of cost.
5
When signed contract is received CSSI schedules the work. Typical delivery will be within 20-25 business days.
Moxy® Resources
SSRS Reporting
Advanced reporting with SQL Server Reporting Services
CSSI has worked with a number of investment firms in developing new and enhancing existing SSRS reports. The CSSI consulting group has worked with Axys® and APX® systems for the last 15+ years. By leveraging that knowledge, CSSI is able to carry over this expertise to APX® SSRS report projects, resulting in better customer packages and a better customer experience.
How does CSSI's expertise roll down to the customer?
🧭
Providing Guidance
We help firms navigate the complexities of SSRS implementation and design
⚡
Working Efficiently
Our experience allows us to develop and implement solutions faster
🔄
Being Flexible
We adapt our approach to meet each client's unique requirements
What does CSSI's SSRS Reporting group do?
CSSI's SSRS Reporting group works with firms to create or update the look they want in their client reporting packages.
CSSI has worked with firms creating and customizing:
🏠
Household Overview Report
Consolidated reporting across all client accounts
📊
Portfolio Overview Report
Comprehensive view of portfolio allocation and performance
📈
Performance Overview Report
Detailed analysis of investment performance metrics
📗
Equity Overview Report
Focused reporting on equity positions and performance
📘
Fixed Income Overview Report
Bond portfolio analysis and income projections
⚠️
Risk Overview Report
Portfolio risk metrics and exposure analysis
🔍
Many other Custom Reports
Tailored reporting solutions for specific client needs
How Does the CSSI SSRS Custom Reporting Process Work?
1
Contact us with an interest in learning more or send a mock-up of the report you would like created.
2
CSSI will respond back with a quote or questions related to the report or your workflow.
3
Once the quote is accepted CSSI sends a statement of work that describes the work to be performed and details of cost.
4
When signed contract is received the work is scheduled.
5
Typical delivery will be within 20-25 business days.
SSRS Resources
Consulting Insights
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