Moxy trading system consulting
Moxy handles trade generation and order management, but getting it to work smoothly with the rest of your technology stack takes configuration that SS&C does not always cover. CSSI has been working with Moxy since firms first started adopting it. We know how to integrate it with APX, connect custodian feeds, and set up trading workflows that actually match how your desk operates.
- Integration with APX, Axys, and custodian platforms
- Trading workflow design and optimization
- Ongoing support and upgrade assistance
Who this is for
Firms that use Moxy for trading and need help getting it configured correctly, integrated with other systems, or running more efficiently.
Firms implementing Moxy for the first time
Getting Moxy connected to your portfolio management system and custodians correctly from the start prevents the workarounds that become permanent. We set up the integration, test the trade flow, and make sure allocations work as expected.
Trading desks with manual workarounds
If your traders are exporting data, manually adjusting orders, or double-entering information because Moxy is not configured right, we fix the root cause so those workarounds go away.
What Moxy consulting covers
We work on the configuration and integration problems that affect how trades flow through your firm. Here is what that typically involves.
System integration
Connecting Moxy to APX or Axys, setting up custodian feeds, and making sure trade data flows without manual intervention.
Trade workflow design
How trades are generated, allocated, reviewed, and sent for execution. We configure the workflow to match your process and compliance requirements.
Model portfolio and rebalancing setup
Configuring model portfolios, target allocations, and rebalancing rules so Moxy generates the right trades for your investment strategy.
Troubleshooting and issue resolution
When trades are not allocating correctly, orders are rejected, or data is not syncing, we diagnose the problem and fix it.
How a Moxy engagement works
We start by understanding your trading process and where Moxy fits. Then we fix whatever is not working or set it up from scratch.
- Map your trading workflow. How do trades get generated today? What systems are involved? Where do manual steps happen?
- Identify the gaps. What is Moxy not doing that it should? What integrations are missing or broken?
- Configure and test. We make the changes, test with real trade scenarios, and validate that orders flow correctly end to end.
- Go live and support. Your trading desk starts using the updated setup. We stay available to address issues as they come up.
Need help with Moxy?
Tell us about your trading setup and what is not working. We will tell you what it takes to fix it and how long the engagement would be.
FAQ
Do you work with firms that also use APX?
Yes. Most of our Moxy clients also use APX. We handle the integration between the two systems as part of the engagement.
Can you help with Moxy upgrades?
Yes. We plan and execute Moxy upgrades, including testing trade workflows after the upgrade to make sure nothing breaks.
What if we are considering Moxy but have not bought it yet?
We can help you evaluate whether Moxy is the right fit for your trading process. If it is, we handle implementation. If it is not, we will say so.
How does ongoing support work?
Retainer-based with allocated monthly hours. Use them for configuration changes, troubleshooting, or upgrade planning. The hours flex based on what you need each month.
