CSSI is a software consulting and BackOffice services company helping investment management firms get the most out of their portfolio management systems. Since 1997 we have been actively providing Advent Axys®/APX® custom reporting solutions and related software services. CSSI has designed and implemented dozens of reporting packaging systems. CSSI also offers assistance with special interfaces, system conversions, data clean-up and process automation.

In 2005, CSSI expanded its offerings to include BackOffice outsourcing services for daily reconciliation, performance building, quarterly report generation, and GIPS composite maintenance using Advent Axys®/APX®, Schwab PortfolioCenter® and Morningstar® platforms.

CSSI is headquartered in King of Prussia, PA with additional offices in Louisville, KY, Phoenix, AZ and London, UK.

Investment Management

CSSI

CSSI's headquarters in King of Prussia, PA, United States

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James Kipp

Michael Herrera

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