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CSSI Portal+ Overlay & Reporting Tool
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CSSI Portal+ Overlay & Reporting Tool

CSSI Portal+ Advent Overlay & Reporting

When: May 20, 2020
1:00 PM ET
Where: Zoom Webinar
United States
Contact: Jennifer Litchfield

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CSSI provides an integrated wealth reporting, document management, and digital service platform for your advisory firm that integrates with your existing portfolio management system. CSSI Portal+ is a great way to deliver reports and to offer data visualization to your end customer, but it is so much more.


Imagine your Portfolio Managers, Operations Department, and Advisors viewing their book of business without logging into your portfolio management system. CSSI Portal+ includes an enhanced user experience for your clients as well as your front and back office.


CSSI Portal+ includes 20+ standard reports, viewable without using a PMS license. It is customizable to segmentation within your firm, allowing users to view a smaller subsection or the entire book. You decide who sees what and how it is presented.  


Create custom dashboards and see your data the way you want. Designed with you and your clients in mind, our software will help your firm deliver the ultimate internal and external client experience.




•             Unlimited Users and Document Storage

•             Full integration with Axys, APX, & Portfolio Center.

•             SSRS Reporting Module & Custom Dashboards

•             Client Facing Data Dashboards

•             Document Packaging and Delivery to advisors and clients

•             Full Advent Axys and APX Integration


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