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Sponsor Spotlight - CSSI


Founded in 1995, CSSI is celebrating 20 years of providing Axys/APX and Advent related services. We are the premier "non-Advent provider of Advent-related services.” We don't work for Advent. None of us has ever worked for Advent. We are, however, experts when it comes to using, customizing, and integrating Advent products. CSSI provides services for all Advent-related needs, offering Consulting, Custom Reporting, Back Office Services, and Cloud Hosting.

CSSI Consulting Services team helps firms maximize their profitability through custom reporting, workflow automation, operational efficiency, and training. Some typical projects include: APX implementations, integrations, product searches, training, and workflow and system analysis/recommendations.

CSSI Custom Reporting team develops and designs custom Axys, APX, Moxy, and Partner reports. Our developers can code both Replang and SSRS reports and report packages. In addition, the team specializes in getting data into and out of Axys (APX, Moxy, Partner) with projects such as building and designing custom interfaces, creating report packages, and writing scripts and macros.

CSSI BackOffice Services team provides daily reconciliation services (Axys/APX, Rex and manual entry of statements), data conversions, data clean-up, performance building and validation services. The BackOffice Services area leverages the expertise of the CSSI Consulting Services team to provide data integrity checks, error handling, and management reporting, offering a high level of service to our clients.

Through a partnership with CyGem, CSSI offers cloud hosting and support services. We are able to host and support all of your Advent products, in addition to Microsoft Office and your other applications. Our Cloud Services team handles installation, upgrades, and full support.

CSSI is best known for our custom reporting capabilities. We have many free reports available for download from our website, Please feel free to browse, download and use whatever you like.

CSSI (40 full time staff and growing) has locations in King of Prussia, PA, Louisville, KY, Phoenix, AZ and London, England. We've worked with firms that have 10 portfolios, and firms that have 60,000 portfolios. We provide products and services that help you become more effective and more efficient. Whatever your need, you will find a knowledgeable, attentive, and friendly resource at CSSI who can help.

We want to be your “one stop shop.” Call us. Choose CSSI, and say “That was easy!”

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