Celebrating 31 Years of Client Service

Call

CSSI Solutions

Technology that removes friction from investment operations.

Improve the client experience, move infrastructure off your team, reduce upgrade risk, or fix one stubborn workflow. CSSI solutions work with the investment systems and processes firms already use.

Four solution areas

01

Client reporting and secure access

Portal+

Give clients a better reporting experience without rebuilding the back office.

Portal+ brings report packages, documents, dashboards, and advisor access into one secure client-facing workspace. It sits on top of the systems and reporting processes your team already uses.

  • Secure client and advisor access
  • Report packaging and document delivery
  • Interactive dashboards and data visualizations
Explore Portal+Discuss with CSSI
Portal+ displayed on a desktop monitor
02

Managed infrastructure

CSSI Cloud

Run the applications your firm depends on without running the servers.

CSSI Cloud provides a secure, fully managed environment for investment operations software. Our team handles infrastructure, monitoring, backups, recovery, upgrades, and daily support.

  • Private environments built around your applications
  • Monitoring, backup, recovery, and continuity
  • One team across infrastructure and application support
Explore Cloud HostingDiscuss with CSSI
Managed cloud infrastructure for financial applications
03

Axys, APX, and Moxy

Advent Upgrades

Upgrade the system while protecting the workflows around it.

CSSI plans and supports Axys, APX, and Moxy upgrades with the reports, integrations, data, reconciliation, and daily operating processes included in the plan.

  • Environment and dependency assessment
  • Testing, cutover planning, and deployment
  • Post-upgrade support and documentation
Explore Advent UpgradesDiscuss with CSSI
A controlled software upgrade between established systems
04

Purpose-built workflow tools

Utilities

Fix a stubborn workflow without replacing the core system.

CSSI utilities remove repetitive work from fee posting, portfolio carve-outs, and trade-file delivery. Each tool is built to solve one specific operational bottleneck.

  • QuickBooks fee and payment posting
  • Portfolio carve-out processing
  • Moxy trade extraction and delivery
Explore UtilitiesDiscuss with CSSI
Three controlled data paths connected through a utility hub

Find your path

Start with the problem, not the product name.

If you already know the bottleneck, this is the shortest route into the right solution area.

01Client reporting feels dated or difficult to deliverPortal+02Servers, backups, access, and support consume internal timeCSSI Cloud03An Axys, APX, or Moxy change feels riskyAdvent Upgrades04One manual process keeps creating avoidable workUtilities

Not sure where the issue belongs?

Tell us what your team is trying to improve and where the current process breaks down. We will route the conversation to the people who know that part of the operation.

Talk with CSSI