SSRS packages move into a controlled vault
That removes a lot of attachment-driven delivery work.
Portal+ Integration
APX client portal integration for RIAs
APX can remain the accounting and reporting engine while Portal+ handles client-facing delivery, document access, and the dashboard layer between reporting cycles. The point is to close that gap cleanly.
- Keep APX in place for portfolio accounting and reporting
- Publish SSRS output into a secure client-facing vault
- Give clients and advisors a cleaner retrieval experience
- Reduce the manual handoff work after reports are generated
The gap
What APX does well and what it does not solve
APX is strong at portfolio accounting, reconciliation, and reporting. The friction usually shows up after the report is built: client retrieval, document history, permissions, and between-cycle visibility.
Portal+ is useful when the accounting side is already doing its job and the delivery side still feels patched together.
Where it helps
The practical improvements firms are usually after
Clients get a single retrieval path
The portal becomes the place they go back to instead of the inbox thread.
Advisors can answer more questions without rerunning reports
Dashboard and vault access lighten the smaller operational asks.
Permissions stop living in email habits
Role-based access is easier to manage than informal distribution patterns.
Implementation
How firms usually roll it out
- 01
Pick the APX reporting package that matters most
Usually the one that drives the most resends or exceptions. - 02
Define the vault structure and role model
That keeps the client-facing layer organized from the start. - 03
Validate publishing and retrieval
Make sure the output lands correctly before you broaden the scope. - 04
Expand into more templates and dashboard views
Once the first package is steady, the rest moves faster.
Next step
Walk through the workflow with CSSI
Share the reporting, delivery, or access issue you are trying to tighten up and we will show you where Portal+ fits.
Questions
FAQ
Short answers to the implementation, workflow, and fit questions that usually come up first.
Do we need to replace APX?
No. Portal+ is typically layered onto APX, not used as a replacement for it.
Can SSRS report packages be delivered through the portal?
Yes. That is one of the most common use cases.
Does this change reconciliation in APX?
No. Reconciliation stays where it is. The portal handles the client-facing layer.
Can dashboards help with between-cycle questions?
Yes. That is one of the main reasons firms add the portal layer on top of APX.
