Assess
Review the current version, environment, integrations, reports, and the work people still perform outside the system.
Advent upgrades
Upgrade the system. Protect the workflow.
CSSI helps investment firms upgrade and support Axys®, APX®, and Moxy® without losing sight of the reports, data, integrations, and daily processes that keep the business moving.
- Upgrade planning through post-launch support
- Reporting, integrations, and data included in the plan
- Axys, APX, and Moxy experience across real operating environments
30+ years
Supporting investment operations technology
Axys · APX · Moxy
Experience across the systems firms run today
Plan through rollout
One team across testing, deployment, and support
Where CSSI helps
The upgrade is only one part of the job.
Some firms come in for a version upgrade. Others need help because reporting takes too long, output keeps breaking, trading workflows have too many manual steps, or a migration is being discussed before the current process has been cleaned up.
Axys reporting, billing, or data workflows that depend on too much manual cleanup
APX reporting output, SSRS packages, or reconciliation steps that need a steadier process
Moxy trading workflows that need cleaner handoffs to portfolio accounting and operations
Data pulls, integrations, extracts, and custom reports that are fragile or poorly documented
User acceptance testing, off-hours rollout work, and post-upgrade support
Migration planning when the firm is considering a move from Axys to APX or another platform
A controlled upgrade
Know what changes before it reaches production.
We start by mapping the workflow. The plan accounts for infrastructure, reports, integrations, reconciliation, users, and the work that still happens outside the system.
Plan
Define the upgrade path, dependencies, testing responsibilities, rollout window, and a practical fallback plan.
Validate
Test reporting, reconciliation, data feeds, custom processes, and the day-to-day workflows that cannot break.
Deploy
Complete the rollout, support users, resolve post-upgrade issues, and document the environment for the team that inherits it.
Beyond installation
Support for the environment around the software.
Infrastructure
Hosting decisions, application access, upgrade environments, backups, and continuity planning.
Data
Extracts, conversions, interfaces, reconciliation, and the dependencies that move information between systems.
Reporting
Axys reports, APX output, SSRS packages, billing, and the client deliverables teams rely on.
Operations
Moxy handoffs, documented procedures, testing ownership, and less dependence on one internal expert.
From the Advent support team
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Planning an Axys, APX, or Moxy change?
Tell us what you run today, what needs to change, and which workflows cannot be interrupted. We will help you define a practical path from planning through post-upgrade support.
Talk to an Advent Specialist