The report engine is rarely the problem
Firms running APX or Axys usually trust their numbers. The recurring problems show up when staff package the reports, deliver them, and handle later retrieval requests.
Portal+
Portfolio reporting software for investment firms
Portal+ keeps the portfolio accounting system you trust and improves the reporting layer clients use. It packages reports, publishes them through a branded portal, and adds dashboards and secure document delivery while APX, Axys, or SSRS stays in place.
- 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. Improving the reporting layer through one of those platforms requires a full migration, staff retraining, and months of parallel testing.
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 experience
Clients interact with the portal and dashboard. Portal+ gives them a clear path to the documents they need.
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.
CSSI can update the reporting output at the same time. New layouts, composite views, and firm branding can be added without switching performance engines or re-validating the books.
What's included
Portal+ covers the reporting layer
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.
Questions
Frequently asked questions
Straight 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, and Portal+ handles packaging, dashboards, and secure delivery.
Do we have to replace APX or Axys to use it?
No. Portal+ sits on top of the systems you already run and upgrades the reporting layer without a replatforming project.
Is the portal white-label?
Yes. Clients see your firm's branding throughout the portal.
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.
Next step
See how Portal+ fits your reporting workflow
Share the reporting, delivery, or access issue you are trying to tighten up and we will show you where Portal+ fits.
