August 2019 Newsletter

New CSSI Free Reports Download Area

New and Updated Free Advent Reports

CSSI has been busy this summer rolling an entirely new free reports download area along with two new free reports and one updated free report. The new download area will make it easier for you to find that free report you need or want. As a result of the new download area you will need to re-register. The old logons and bookmarks will not work anymore. Registering allows CSSI to learn more about the downloaders so that we can develop services and products that you require. We want to say Thank You!!

Now to the new reports. CSSI has added two new reports and one updated report. To get detailed information on each report click on the report name or go to the new download area:

Performance History Report (_perftwr.rep) : This report displays performance history for total portfolio and up to six asset classes in a row and can show multiple portfolios.

TWR Performance Market Value Compare Report (Cssi_mv_compare.rep) : This report compares the performance market values to the current calculated market values. Perfect for auditing performance files to your current systems pricing and security setup.

Client Dates Report (cssi_clidates.rep) : The Client Dates Report replaces the _clistdt.rep and now shows start date, first tran date, last tran date, and the close date. This report allows you to audit these keys dates to see if an account is active and if it is funded.

As many of you are aware CSSI is a full service solution provider that does BackOffice Outsourcing, Cloud Hosting (for key applications or the entire firm), Systems Integrations, Upgrade Services, Custom Reporting, and Data Conversions. CSSI also works with more than Advent products. We can halp with the challenges you face on a day to day basis.

If you use Axys and want APX quality reporting and packaging without having to move to a new system. Reach out to Chris Cruz () to learn how CSSI can provide you with a cost effective solution for a at a fraction of the cost of moving to a new system

~ Mike Herrera