Advent Upgrades
CSSI Solutions does Moxy Upgrades
Over the last year as Moxy went through an upgrade cycle CSSI was contacted by a number of customers to...
Dec 10, 2025
Solution
Axys, APX, and Moxy support for investment firms
CSSI helps investment firms keep Axys®, APX®, and Moxy® useful when the work around the system starts getting harder than the software itself. That might mean an upgrade, a reporting problem, a data pull, a hosting decision, or a migration plan that needs people who know the workflow.
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System Support Is Usually Workflow Support
Most Axys, APX, and Moxy problems show up in reporting, data, hosting, and operations.
30+ years
CSSI has worked around investment operations technology since the firm began.
APX, Axys, and Moxy
The work is tied to the systems your team already uses every day.
Reporting + data + rollout
Support often crosses software, reporting, integrations, and infrastructure.
Where CSSI Helps
Some firms come in for a version upgrade. Others need help because Axys reporting takes too long, APX output keeps breaking, Moxy workflows have too many manual steps, or a migration is being discussed before the current process has been cleaned up. CSSI can bring in consulting, back-office, data, and cloud teams depending on where the issue actually sits.
Common Problems We Solve
- Axys reporting, billing, or data workflows that rely 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
- Upgrade planning, 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
How We Usually Approach It
We start with the workflow, not the buzzwords. If the issue is really reporting, we look at the report cycle. If it is infrastructure, we look at hosting. If it is migration risk, we look at data, households, groups, reconciliation, and the work people still do outside the system.
- Review the current Axys, APX, or Moxy workflow with the people who run it
- Identify the reporting, reconciliation, data, or infrastructure bottleneck
- Clean up the process before adding automation or moving platforms
- Document the handoff so the firm is not dependent on one internal expert
Related CSSI service paths
Platform support often branches into APX consulting, APX SSRS reporting, Moxy trading system consulting, Axys hosting, or Advent cloud hosting once the problem moves beyond the software version itself.
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Need help with Axys, APX, or Moxy?
Talk with CSSI about the reporting, data, hosting, upgrade, or migration issue your team is trying to get under control.
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