About Us

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 cloud-based services, our client portal service, and 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, Bradenton FL, and London UK.