Portal+

Portfolio reporting software for investment firms

Portal+ is portfolio reporting software built around a simple idea: keep the portfolio accounting system you trust, and modernize everything the client sees. Report packaging, white-label portals, dashboards, and secure document delivery — working with APX, Axys, and SSRS instead of replacing them.

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Automate recurring portfolio report packages instead of assembling them by hand
Deliver reports through a white-label client portal with a secure document vault
Give clients performance and holdings dashboards between reporting cycles
Keep APX, Axys, and your custodial workflows exactly where they are

The buying problem

Most portfolio reporting software asks you to replatform first

The big all-in-one platforms bundle reporting with portfolio accounting, billing, and trading. That is a full migration project — data conversion, retraining, and months of parallel running — just to get better client reporting.

The report engine is rarely the problem

Firms running APX or Axys usually trust their numbers. The pain is packaging, delivery, and client access — the layer around the reports.

Migration risk outweighs the reporting win

Changing accounting systems to improve reporting means re-validating every number your clients see. Most firms do not need to take that risk.

Clients judge the delivery, not the engine

What clients experience is the portal, the dashboard, and how quickly they can find a document. That layer is what Portal+ modernizes.

Performance reporting

Investment performance reporting software that fits your stack

Performance reporting is where manual work piles up: assembling quarterly packages, checking every page, and fielding resend requests afterward.

With Portal+, investment performance reporting keeps starting from the numbers your firm already produces in APX, Axys, or SSRS. The software automates what happens next: packaging reports into recurring client deliverables, publishing them to a secure vault, notifying clients, and giving them dashboards for performance, holdings, and activity between formal cycles.

Because CSSI also builds custom SSRS and APX reports, the reporting output itself can be upgraded at the same time — new layouts, composite views, and firm branding — without switching performance engines or re-validating your books.

What's included

What the software covers

Automated report packaging
Recurring quarterly and monthly packages produced through one controlled publish workflow.
White-label client portal
Your branding, your domain, role-based access for clients, advisors, and operations.
Performance and holdings dashboards
Client-facing views for performance, allocation, activity, and account detail.
Secure document vault
Statements, reports, tax documents, and shared files in one retrievable place.
APX, Axys, and SSRS integration
Built to sit on top of the Advent stack most of our clients already run.
SOC 2-certified hosting
Hosted and operated under the same SOC 2 program as CSSI's cloud business.

Comparison

Portal+ or an all-in-one platform?

Both paths can work. The difference is what you have to change to get there.

Choose an all-in-one platform when

You have already decided to leave your portfolio accounting system and want reporting bundled into that migration.

Choose Portal+ when

Your accounting and performance numbers are solid, and the gap is client-facing: packaging, portals, dashboards, and delivery. You get the reporting upgrade without the migration.

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.

Talk to Portal+Portal+ overview

Questions

FAQ

Short answers to the implementation, workflow, and fit questions that usually come up first.

What is portfolio reporting software?

Software that turns portfolio accounting data into client-ready reporting: report packages, performance dashboards, and secure delivery through a client portal. Portal+ covers that layer while your existing system keeps doing the accounting.

Is Portal+ investment performance reporting software?

Yes, for the client-facing side. Performance numbers come from your portfolio accounting system (APX, Axys, or another engine), and Portal+ handles the packaging, dashboards, and secure delivery clients actually see.

Do we have to replace APX or Axys to use it?

No. Portal+ is designed to sit on top of the systems you already run. That is the point — the reporting upgrade without the replatforming project.

Is the portal white-label?

Yes. Clients see your firm's branding, not ours.

Who builds the reports themselves?

Your team can keep using its existing reports, or CSSI's consultants can build custom SSRS and APX layouts as part of the rollout.