Data Conversions and System Merges

CSSI over the last 15 years has done a number of system merges into Axys/APX and other systems.  With the acceleration of acquisitions in the market place CSSI has completed a number of large and small conversions in a matter of weeks on small ones and in a few months on larger ones.  CSSI has also completed a number of move to other systems from Axys/APX.  Contact Diane Herrera () for more information and to get a quote.

When thinking about your system merge or data conversion there are a number of tasks and analysis that needs to be completed.  CSSI can project manage, perform the project, or assist your firm.

Here are some sample tasks that typically happen in a system merge or data conversion:

• Pulled transactions, prices, and performance from Tamarac and other systems.

• Analyzed securities between the two systems
• Assisted in setting up new securities in APX
• Set up initial positions
• Posted historical transactions to present
• Reconciled accounts to match current data
• Converted and posted daily prices
• Converted performance since inception
• Pulled demographic information and custom data

CSSI can perform one or all of these tasks for your firm in a timely manner.  Find out how we can make your next data conversion or system merge happen in a timely manner.