APX consulting for investment firms
APX is a capable system, but it does not configure itself. Most firms we talk to are either implementing APX for the first time, migrating from Axys, or running APX but not getting everything out of it they should be. CSSI has been consulting on Advent products since 1997. We know where the friction points are and how to fix them.
- Implementation, migration, and optimization for SS&C APX
- Consulting on Advent products since 1997
- Retainer-based support with allocated monthly hours
Who this is for
Firms that run APX or are about to. Whether you are implementing for the first time, migrating off Axys, or trying to get more out of a system you already have, this is what we do.
Firms implementing APX for the first time
Getting APX set up correctly from the start saves months of rework later. We handle data migration, account structure, workflow configuration, and training so your team is productive on day one.
Firms that have APX but are not using it well
If your team is working around APX instead of with it, something is misconfigured. We audit your setup, identify the bottlenecks, and fix the workflows that are costing you time.
What APX consulting covers
We work on the parts of APX that affect your daily operations. Not theory. Actual configuration, reporting, and workflow problems that slow your team down.
Implementation and data migration
We set up your APX environment, migrate data from your previous system, configure account structures, and validate everything before your team starts using it.
Workflow design and optimization
Reconciliation, trade processing, report generation. We look at how your team actually works and configure APX to support that, not the other way around.
Report troubleshooting
When a report breaks or the numbers do not look right, we dig into the data and configuration to find the root cause. We do not just restart the report and hope.
Upgrade planning and execution
APX upgrades require testing and planning. We handle the upgrade process so your team does not have to figure out what changed and what might break.
How an APX consulting engagement works
Every firm is different, but the process follows a pattern. We start by understanding what you have and what is not working, then fix it.
- Assess the current state. What version of APX are you on? How is it configured? Where does your team lose time?
- Define the scope. Implementation, optimization, reporting fixes, or some combination. We agree on what to tackle first.
- Do the work. Configuration changes, data cleanup, report builds, workflow redesign. We work alongside your team, not in a vacuum.
- Validate and hand off. Your team confirms everything works. We document what changed and why.
Need help with APX?
Tell us what version you are running, what is not working, and what your team needs. We will tell you whether consulting makes sense and what the first step looks like.
FAQ
Do you help with Axys to APX migrations?
Yes. We have migrated many firms from Axys to APX. The process includes data mapping, account structure setup, report conversion, and validation.
Can you help if we already have APX running?
Absolutely. Most of our APX consulting work is with firms that already have the system but need optimization, better reporting, or help with specific issues.
How does pricing work?
We offer retainer-based consulting with allocated monthly hours. Some firms use a project-based engagement for implementations. We scope it based on what you need.
Do you work with SS&C directly?
When needed, yes. We handle escalations with SS&C and coordinate between their support team and your firm. We know how to get issues resolved efficiently.
