Operations is finishing reports manually
Exports, spreadsheets, and formatting work are usually a sign the report should be built properly instead.
Consulting
Custom APX and SSRS report development
Get the report your investment firm needs without finishing it manually each cycle. CSSI develops and updates SSRS reports for Advent APX and other investment-reporting workflows, starting with your data, required calculations, and client-facing layout.
- Custom SSRS reports built around your data and output requirements
- Household, portfolio, performance, equity, fixed income, and risk reporting
- A fit when your current software cannot produce the report cleanly
- Automation and scheduling support once the report is ready
Already have the reports? See recurring APX report packaging and delivery support.
Why firms end up here
The default report library usually stops short
Clients or compliance need a different view
Default templates often cover the basics while missing the specific data the firm needs.
Legacy reports are hard to maintain
Sometimes the report exists, but nobody wants to touch it because the setup is brittle.
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 gets built
Reports CSSI has created and customized
Household Overview Report
Consolidated reporting across client accounts. Define which accounts belong together and the combined view your firm needs.Portfolio and Performance Overview Reports
Allocation and performance views shaped around your reporting requirements. Agree on the source data, calculations, and review criteria before development.Equity and Fixed Income Overview Reports
Position, allocation, and bond-reporting views. Identify the fields and presentation your existing output does not provide.Risk Overview Report
Portfolio risk and exposure views with the required measures and data inputs defined during scoping.
Reporting cluster
Custom SSRS fills gaps in the standard report library
Custom SSRS development is one part of the reporting workflow. It helps when the report itself needs to be built or changed. Other pages cover package operations, client delivery, and the broader reporting process.
Portfolio reporting services
If the team needs to review the full reporting workflow, start with portfolio reporting services.
APX SSRS reporting support
If the report exists but recurring APX packages are unstable, use APX SSRS reporting support.
Portal+ delivery
If the report is ready and the problem is secure access, connect it to the client reporting portal.
Project flow
Custom report work starts with the required output
Define the output clearly
What data should appear, how it should be grouped, and what the final layout needs to communicate.Check existing reports before building
Review whether an existing CSSI report can be adapted to the required output. Agree on the data, layout changes, and development scope before creating the working version.Develop and validate the output
Build or adapt the report, compare its output with the agreed requirements, and review calculations and presentation with the people responsible for acceptance.Deploy and automate if needed
Once the report is correct, scheduling and delivery can be configured around it.
Questions
Frequently asked questions
Straight answers to the implementation, workflow, and fit questions that usually come up first.
Is this custom report development or recurring package support?
This service covers report development work. Recurring package operations are a different kind of engagement.
Do we need a completely new report?
Not always. CSSI can review existing reports and the required output to determine whether adaptation is appropriate. Describe your current Axys or APX setup, including any Replang reports, so the development approach fits your requirements.
Can you convert older reports into SSRS?
Yes. Migration and upgrade work is part of the service.
What kinds of reports do firms usually request?
Household, portfolio, performance, equity, fixed income, and risk views are all common.
What should we bring to the first conversation?
Describe the report, APX or other source system, required fields, calculations, and the manual steps you want to remove. Use a redacted example or mockup; do not include client records in the public contact form.
How is the report scope agreed?
Start with the required output and available data. CSSI reviews the requirements, asks any clarifying questions, and provides a quote and statement of work covering the agreed development. Define output checks and the people responsible for acceptance before rollout.
Keep exploring
Related Consulting pages
- APX Consulting Services
- Axys to APX Migration
- Financial Technology Consulting for RIAs
- Moxy Trading System Consulting
- 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.
