Investment technology consultants reviewing portfolio data, reporting requirements, and an integration map

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.

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Axys and APX workflow consulting
Custom SSRS reporting
Moxy reports, extracts, and calculators
System integration and process review

Consulting 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.

Expert technology solutions for investment advisory firms

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.

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.

Common consulting paths

Which investment technology specialist does your project need?

APX consulting services

Configuration, workflows, automation, and system-specific implementation work.

SSRS reporting

Custom reports, client packages, and reporting views that are still being finished by hand.

Moxy consulting

Trading workflows, extracts, calculators, reports, and integration.

Financial technology consulting

Broader technology and process decisions that cross multiple systems.

Consulting Insights

Stay up to date with the latest insights and updates related to this topic.

Two portfolio data structures converging into a unified validated system

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