Data cleanup feels bigger than expected
The move exposes inconsistencies that were tolerable in Axys but become painful during conversion.
Consulting
Axys to APX migration
An Axys to APX migration tends to be more work around the edges than people expect: data quirks, report behavior, and the handful of close-period steps nobody wants to test until the deadline gets close. That is why the migration plan matters.
- Data mapping, conversion, and validation
- Report migration and output testing
- Parallel testing before go-live
- Useful when the team wants the move done cleanly instead of twice
Why migrations stall
The details around the move cause the delays
Reporting requirements were never fully documented
Teams often discover how much tacit knowledge lives in reports only when they try to recreate them.
The business still has to keep running
Month-end and quarter-end do not stop just because a migration project started.
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
What good migration work covers
The core workstreams are predictable
Data mapping and conversion planning
Report inventory and migration work
Parallel testing against real output
Training, handoff, and post-cutover stabilization
Reporting connection
Build reporting into the migration plan
Axys to APX migration work usually exposes old reporting assumptions. Some reports need to be rebuilt, some packages need new checks, and some client delivery steps may need a cleaner path.
Portfolio reporting services
Use portfolio reporting services when the migration affects data, report output, packaging, and delivery at the same time.
Custom SSRS reporting
If Axys-era reports need to become SSRS reports, the work belongs with custom SSRS reporting.
APX reconciliation
If conversion issues are showing up as breaks, add APX reconciliation support around the close calendar.
Axys reporting without migration
If the firm is not ready to leave Axys but needs cleaner client reporting, review the Axys reporting case study.
Sequence
A migration plan that holds up
Get honest about the current Axys environment
Especially the custom reports, cleanup habits, and workflows that are easy to forget in planning decks.Convert and test in parallel
Set aside enough time to compare output before committing to a cutover date.Protect the close and reporting calendars
Close and reporting dates reveal if the migration plan allowed enough time for real work.Stay involved after go-live
The first period after cutover usually needs support, even when the migration went well.
Questions
Frequently asked questions
Straight answers to the implementation, workflow, and fit questions that usually come up first.
Do you only help with planning, or with execution too?
Both. The work typically includes data, reports, testing, and go-live support.
Can you migrate custom reports?
Yes. Report migration is one of the key workstreams in these projects.
What makes the move go badly?
Usually weak report inventory, rushed testing, or underestimating the operational work around the cutover.
How do we start?
With the current Axys environment, the reporting dependencies, and the dates the business cannot miss.
Keep exploring
Related Consulting pages
- APX Consulting Services
- 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
Next step
Walk through the consulting fit with CSSI
Bring the system or reporting problem that is slowing down the team. CSSI can trace it to configuration, integration, report development, or an operating process and recommend the smallest useful fix.
