Axys to APX migration
SS&C has been nudging firms off Axys for years. At some point the upgrade pressure, the feature gap, or the support limitations make it clear that migration is not optional anymore. The question is how to do it without disrupting your reporting or losing data in the process. CSSI has managed these migrations since APX launched. We know where the data mapping gets tricky and where the report conversions break.
- Managed migrations from Axys to APX since APX launched
- Data mapping, report conversion, and parallel testing
- Migration planned around your reporting calendar
Who this is for
Firms still running Axys that need to move to APX. Whether you have been putting it off or just got the news from SS&C, the migration needs to happen and it needs to happen cleanly.
Firms that have been delaying the migration
Maybe you tried to start the migration internally and it stalled. Maybe you have been waiting for a quiet period that never came. Either way, we pick it up from wherever you are and get it done.
Firms that need the migration done right the first time
A bad migration means months of cleanup, broken reports, and frustrated staff. We run parallel environments, validate data at every step, and do not cut over until everything matches.
What the migration includes
An Axys to APX migration is more than a data export and import. Here is what we actually do.
Data mapping and conversion
Axys and APX store data differently. We map account structures, security masters, transaction history, and custom fields so nothing gets lost or misclassified in the move.
Report migration
Your existing reports need to work in the new environment. We convert Axys reports to APX-compatible formats and rebuild custom reports in SSRS where needed.
Parallel testing
We run both systems side by side and compare outputs. Account values, performance numbers, report results. If the numbers do not match, we find out why before cutover.
Training and handoff
APX works differently than Axys. We train your team on the new workflows, navigation, and reporting so they are productive from day one, not figuring things out on the fly.
How an Axys to APX migration works
We schedule migrations around your reporting calendar. The last thing you want is to be mid-migration during quarter-end close.
- Assess your Axys environment. How many accounts, what custom reports exist, what integrations need to carry over, and what your reporting deadlines are.
- Plan the migration. We create a timeline, define data mapping rules, and identify the reports and workflows that need conversion.
- Build and populate APX. We set up the APX environment, migrate data, convert reports, and configure workflows.
- Run parallel and validate. Both systems run at the same time. We compare outputs until everything matches.
- Cut over and decommission Axys. Once validated, we switch to APX and keep Axys available as a reference for a transition period.
Ready to move off Axys?
Tell us how many accounts you have, what version of Axys you are on, and when your next reporting deadline is. We will put together a migration plan and timeline.
FAQ
How long does an Axys to APX migration take?
Typically 2 to 4 months from planning through go-live, depending on the number of accounts, custom reports, and integrations. We give you a specific timeline after the assessment.
Will we lose any historical data?
No. We migrate transaction history, performance data, and account records. The data mapping process is specifically designed to preserve your complete history.
What about our custom Axys reports?
We convert them to work in APX. Some can be migrated directly, others need to be rebuilt in SSRS. Either way, you end up with reports that produce the same output in the new environment.
Can we combine the migration with a move to cloud hosting?
Yes. Many firms use the Axys to APX migration as the opportunity to move to cloud hosting at the same time. We manage both projects together.
