CSSI launches their new Portfolio Management Solution for the investment advisory business called CyGem Portfolio Solutions.  CyGem will allow investment firms to outsource the accounting function at a competitive price while allowing them to focus on their core business of managing investments.  This turnkey solution will allow the investment firm to focus on advising while CyGem takes care of the BackOffice operations.

CSSI has been providing BackOffice, Cloud Hosting, Client Portals, Custom Reporting, and Application Development for 23 years to Advent Axys, APX, Morningstar, and PortfolioCenter customers.

Initial Custodian Options:

Alps a DST Company

Apex Clearing

ADM Investor Services


Interactive Brokers


Sage Trader




Leave a Reply

Your email address will not be published. Required fields are marked *