Services
CSSI’s Consulting Group
Our Consulting group works with firms to optimize their entire process from reconciliation to quarterly reporting with their expertise in report writing, programming and process analysis. We assist firms by creating automated processes, data clean-up utilities, custom interfaces and extracts, reports, integrating systems and by providing detailed process reviews.
CSSI’s BackOffice Services
Our BackOffice Services act as a firm’s in-house operations outsourced as a reconciliation staff (or staff supplement). The services include daily account reconciliation, entry of paper statements, price and index updates and backup of audit trails and logs. CSSI administers the services remotely on the customer’s system, which allows the customer to maintain control of both the operation and the data.
CSSI’s Data Services
Moving data from one system to another. Merging data onto a new platform. Initializing and maintaining cost basis. Setting up Private Equity accounts and transactions. Any time data needs to be analyzed, sliced, diced, merged, posted, and reconciled, that’s when CSSI’s Data Services department comes to the rescue. CSSI Data Services is dedicated to making the “big jobs” manageable for your firm.