Cloud hosting for investment advisory firms
Most advisory firms didn't sign up to run a data center. CSSI has been hosting financial applications since 2005, so your team can focus on clients instead of server patches and backup schedules.
- SOC 2 certified for 7 consecutive years
- Built around Advent product workflows (APX, Axys, Moxy)
- Managed monitoring, backups, and disaster recovery included
Who this is for
If your firm runs financial software on-prem and your IT person is also your operations person (or you), this is worth looking at. We work with RIAs, family offices, and mid-size advisory firms.
Firms tired of managing their own infrastructure
Server maintenance, patching, and backups take time away from actual advisory work. Handing that off to a team that already does it for dozens of firms makes the math simple.
Firms that need to pass compliance audits without drama
SEC exams and client due diligence questionnaires ask about your infrastructure. Hosting with a SOC 2 certified provider gives you a clean answer.
What you get with CSSI hosting
A managed environment that runs your financial applications without you thinking about the underlying infrastructure. Here is what that looks like in practice.
Dedicated hosting environments
Your applications run in their own environment, not shared tenancy. You get consistent performance during reporting periods when it matters most.
Monitoring and managed services around the clock
We watch the environment and deal with issues before they become your problem. If something breaks at 2 AM, that is our phone ringing, not yours.
Automatic backups and disaster recovery
Backups run in the background. If something goes wrong, we have standby environments ready. Recovery is measured in hours, not days.
Advent product expertise baked in
Our team knows APX, Axys, and Moxy. That means fewer support tickets that bounce between vendors because nobody understands the full picture.
How a typical migration works
We have moved dozens of firms off on-prem setups. The process is straightforward because we have done it before. Most migrations take a few weeks, not months.
- Scope what you are running. Which applications, how many users, what integrations need to come along.
- Set up the environment. We build your cloud environment to match your current setup, with the security baseline your compliance team needs.
- Test before you switch. Your team validates access and performance in the new environment before anything changes.
- Cut over and monitor. We watch the environment closely in the first weeks and address issues as they come up.
See if CSSI hosting is a fit
Tell us what you are running today, how many people use it, and what your reporting schedule looks like. We will tell you whether hosting makes sense and what the next step would be.
FAQ
What applications can you host?
APX, Axys, Moxy, QuickBooks, and Microsoft Exchange. If you use something else alongside those, we can usually accommodate it.
Is this shared hosting?
No. You get a dedicated environment. Your data and applications are not on shared infrastructure with other firms.
How long does migration take?
Most firms are up and running within a few weeks. Larger environments with more integrations can take longer, but we scope that upfront.
What does SOC 2 certification mean for my firm?
It means our hosting environment has been independently audited for security, availability, and confidentiality. When your compliance team or an SEC examiner asks about your infrastructure, you have documentation.
