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.
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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.
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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.
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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.
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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.
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CSSI Solutions has been working with small, mid and large advisors to maximize their investment in the legacy and new systems. Make CSSI Solutions your partner in getting the most out of what you have while positioning your firm for the future.
For 29 years, CSSI has seen a lot of technology and fads, but one thing remains true, our advisors need to service their customers faithfully, and we have been there for them.