CSSI New Client Portal and SSRS Reporting Solution CSSI has been delivering Client Portals to customers for the last three years and during that time we have listened to our customers. That is why we are excited about our New Client Portal offering that takes our existing portal to the next level. The new portal comes with an updated and enhanced data visualization and document vault that are client facing. It also comes with an internal facing presentation that allows the firm to put information in the hands of their advisors, client relationship personnel, and operations. Utilizing the portal for internal reporitng needs reduces the number of licenses a firm may need. The Portal also allows you to restrict access to accounts, which allows for segmentation within the firm. To Learn More and Set Up a Demo Click Here.CSSI’s is also launching a NEW SSRS Reporting Solution engine that allows Axys users to have an attractive custom reporting solution. Driven by Axys data and other data sources,the engine allows for state of the art layouts and color schemes with a professional look. The engine comes with the ability to package and deliver reports to the end customer through the document vault that is part of the solution.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 To Learn More Click Here
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. We work with more than Advent products. We can help with the challenges you face on a day to day basis.
