cssi.orgCSSI | Your BackOffice and Cloud Solution Provider
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cssi.org
Sub Domains:portal.cssi.org
Title:CSSI | Your BackOffice and Cloud Solution Provider
Description:Contact | Downloads | News Solutions Client Portals CSSI Portal+ SSRS Portal Cloud Hosting Private Cloud Data Back-Up Hosted Exchange Advent Upgrades Utilities Trade Extract Utility for Moxy® Service
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cssi.org |
HomePage size: | 39.222 KB |
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50.116.94.129 |
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WebsiteWelcome.com |
cssi.org Ip Information
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United States |
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Dallas |
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32.783058166504 |
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Date: Mon, 06 Apr 2020 15:41:36 GMT |
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Contact | Downloads | News Solutions Client Portals CSSI Portal+ SSRS Portal Cloud Hosting Private Cloud Data Back-Up Hosted Exchange Advent Upgrades Utilities Trade Extract Utility for Moxy® Services BackOffice Operations Cost Basis FAQs Consulting Axys/APX Consulting Axys/APX Reporting Moxy ® Consulting SSRS Reporting Data Services Data Conversions Direct Feeds ByAllAccounts About Us Company Overview Team Testimonials A CSSI Story CSSI has over a decade worth of experience creating custom Axys® and APX® reports. CSSI gathers requirements and design solutions either using existing reports or creating new ones. APX® reports can either be done in Replang or SSRS based on specific requirements. Read More > CSSI's Consulting group works with firms to optimize their entire process from reconciliation to quarterly reporting with their expertise in report writing, programming and process analysis. They assist firms by creating automated processes, data clean-up utilities, custom interfaces and extracts, reports, integrating systems and by providing detailed process reviews. Read More > CSSI has written hundreds of custom reports for firms and via the website offers dozens of downloadable reports for free to valid users of Axys®/APX®. If you don’t find what you need please email us. We might have it, just not yet on the website and can send it to you at no charge. Read More > CSSI's BackOffice Services act as a firm’s in-house operations outsourced as a reconciliation staff (or staff supplement). The services include daily account reconciliation, entry of paper statements, price and index updates and backup of audit trails and logs. CSSI administers the services remotely on the customer’s system, which allows the customer to maintain control of both the operation and the data. Read More > CSSI has been providing Advent AXYS® and APX® services since 1997 resulting in a wealth of specific industry experience and knowledge. CSSI has a growing team of seasoned employees across its three current office locations in King of Prussia, PA, Louisville, KY and Phoenix, AZ. Read More > CSSI is a BackOffice services company helping investment management firms get the most out of their portfolio management systems. CSSI started in 1995 as a software consulting firm and in 2005, CSSI expanded its offerings to include BackOffice outsourcing services for daily reconciliation, performance building, quarterly report generation, and composite maintenance using Advent Axys®/APX®, Schwab PortfolioCenter® and Morningstar® platforms. Today that is the primary business. CSSI still provides today the consulting services and the free reports that built our reputation. The consulting group, since 1997 CSSI has been actively providing Advent Axys®/APX® custom reporting solutions and related software services. CSSI has designed and implemented dozens of reporting packaging systems and is the go to firm for SSRS reporting. CSSI also offers cloud hosting services, client portal services, data services, system conversions, data clean-up and process automation. All the services can be combined as one offering or the customer can choose ala carte. CSSI is headquartered in King of Prussia, PA with additional offices in Louisville (KY), Phoenix (AZ), Orlando (FL), and London (UK). SERVICES BackOffice Daily Reconciliation Trade Settlement Performance Services Reporting Services Composite Maintenance Client Services Consulting AXYS/APX Consulting AXYS/APX Reporting Moxy Consulting SSRS Reporting Data Services ByAllAccounts Direct Feeds Product Specifications -- SOLUTIONS Utilities Account Translation Utility CarveOut Utility ClientBuilder Quickbooks Utility Report Launcher X Product -- Trade Extract Utility for Moxy ABOUT US Company Overview Team Testimonials A CSSI Story CONTACT US -- Terms & Conditions | Privacy Policy | Site Map...
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